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 Brave Family Advisors

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
Scott Anthony MorrisonBrave Family Advisors independent RIAAlphacore Capital LLC independent RIARIA to RIAAug 3, 2026Aug 7, 2026
Yiorgos GeorgesonBrave Family Advisors independent RIAAlphacore Capital LLC independent RIARIA to RIAAug 3, 2026Aug 3, 2026
William Michael SwartBrave Family Advisors independent RIAAlphacore Capital LLC independent RIARIA to RIAAug 3, 2026Aug 5, 2026
Thomas Brett HaireBrave Family Advisors independent RIAAlphacore Capital LLC independent RIARIA to RIAAug 3, 2026Jul 14, 2026
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4 moves match.