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 Financial Council, LLC

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
John GillickFinancial Council, LLC independent RIAAdenry Wealth LLC state registeredRIA to a state-registered adviserNov 19, 2025Mar 25, 2026 (126 d)
John Dale HausermanFinancial Council, LLC independent RIAFsc Securities Corporation otherOtherDec 31, 2020Feb 27, 2009
Peter David DixonFinancial Council, LLC otherFsc Securities Corporation otherOtherJan 12, 2016Feb 27, 2009
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3 moves match.