DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Advisor moves

Departures from Embree Financial Group

A move is two dates on IAPD: the day a person’s registration through one firm ended and the day a registration through another began. The type reads the class of each firm. This is the movement tape the mobility research is validated against; it says what happened, never why, and never who is about to.

AdvisorFromToTypeLeftRegistered
Andrew James FarinelliEmbree Financial Group mixed wealthWavvest Wealth independent RIARIA to RIAAug 17, 2026Aug 20, 2026
Gregory Strickler MakelaEmbree Financial Group mixed wealthStone Blue Capital LLC state registeredRIA to a state-registered adviserDec 31, 2024Jun 24, 2025 (175 d)
Chad Joseph RawleighEmbree Financial Group otherFinancial Solutions Advisory Group otherOtherNov 6, 2017Aug 30, 2016
Benjamin Tucker OlsonEmbree Financial Group otherForest Capital Management, LLC no RAUMOtherJun 23, 2014Jun 30, 2014
Gary Michael SilvermanEmbree Financial Group otherWaterstone Financial Group, Inc. unclassifiedOtherNov 23, 2005Sep 6, 2006 (287 d)
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5 moves match.