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 Shilanski & Associates, 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 |
|---|---|---|---|---|---|
| Floyd Lee Shilanski | Shilanski & Associates, Inc. independent RIA | Cwm, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Dec 31, 2025 | Sep 24, 2025 |
| John Joseph Raleigh | Shilanski & Associates, Inc. independent RIA | Cwm, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Dec 31, 2025 | Sep 23, 2025 |
| Edward Paul Hoyt | Shilanski & Associates, Inc. independent RIA | Cwm, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Dec 31, 2025 | Sep 23, 2025 |
| Micah Vincent Shilanski | Shilanski & Associates, Inc. independent RIA | Cwm, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Dec 31, 2025 | Sep 23, 2025 |
| Jamie Carlene Shilanski | Shilanski & Associates, Inc. independent RIA | Cwm, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Dec 31, 2025 | Sep 23, 2025 |
| Christian J Graddon-Sakamoto | Shilanski & Associates, Inc. independent RIA | Cwm, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Dec 31, 2025 | Sep 23, 2025 |
| Luke Daniel Eberly | Shilanski & Associates, Inc. independent RIA | Cwm, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Dec 31, 2025 | Sep 23, 2025 |
| James Thomas Ferrin | Shilanski & Associates, Inc. independent RIA | LPL Financial LLC BD affiliated | RIA to affiliated broker-dealer or bank | Sep 16, 2024 | Oct 14, 2024 |
| Rhys Colby Cooper | Shilanski & Associates, Inc. independent RIA | Jarvis Financial independent RIA | RIA to RIA | Apr 3, 2024 | Dec 13, 2023 |
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9 moves match.