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 Coyle

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
Rachelle Kristine Rodman DixCoyle independent RIABeacon Pointe Advisors, LLC independent RIARIA to RIAMay 1, 2026Apr 2, 2026
Rahul Prakash ShirahattiCoyle independent RIASgl Financial, LLC independent RIARIA to RIAJun 6, 2025Jun 11, 2025
Heather Marie CoulterCoyle independent RIAWilliam Howard & Co. Financial Advisors, Inc. independent RIARIA to RIAJan 5, 2023Jan 3, 2023
Joseph GallinaCoyle independent RIAJ.P. Morgan Securities LLC wirehouseRIA to wirehouseAug 30, 2022Oct 3, 2022 (34 d)
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4 moves match.