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 Kaydan Wealth Management, Inc.
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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Darren Craig Brennan | Kaydan Wealth Management, Inc. independent RIA | Lakeshore Financial Planning Inc. independent RIA | RIA to RIA | Aug 24, 2026 | Aug 19, 2026 |
| Dylan J. Stewart | Kaydan Wealth Management, Inc. independent RIA | Mainstay Capital Management, LLC independent RIA | RIA to RIA | Feb 17, 2026 | Feb 18, 2026 |
| Kimberly Ann Houston | Kaydan Wealth Management, Inc. independent RIA | Origin Investment Advisory LLC independent RIA | RIA to RIA | May 9, 2022 | May 19, 2022 |
| James Brendan Kruzan | Kaydan Wealth Management, Inc. other | Raymond James Financial Services, Inc. unclassified | Other | Dec 31, 2002 | Dec 14, 2007 (1809 d) |
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4 moves match.