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 Cahill Financial Advisors, 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.

AdvisorFromToTypeLeftRegistered
Michael William PorterCahill Financial Advisors, Inc. independent RIAMariner BD affiliatedRIA to affiliated broker-dealer or bankMar 7, 2026Mar 31, 2026
Kevin James O`LaughlinCahill Financial Advisors, Inc. independent RIATrumix Advisors independent RIARIA to RIAOct 3, 2024Oct 9, 2024
James William BryanCahill Financial Advisors, Inc. independent RIANorthwest Asset Management independent RIARIA to RIAJul 1, 2024Jul 1, 2024
Derek Sean KetchoCahill Financial Advisors, Inc. independent RIAUpstream Financial Advisors LLC state registeredRIA to a state-registered adviserApr 2, 2024Apr 2, 2024
Jeanna R FiferCahill Financial Advisors, Inc. otherCordis Financial, LLC no RAUMOtherMar 6, 2018Jun 15, 2018 (101 d)
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5 moves match.