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 First National Advisors 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
Christopher John RiversFirst National Advisors LLC independent RIAMariner Institutional, LLC otherOtherJan 13, 2026Feb 19, 2026 (37 d)
Jason Todd SkolnickFirst National Advisors LLC independent RIAMariner BD affiliatedRIA to affiliated broker-dealer or bankJan 13, 2026Jan 13, 2026
Michael Scott HebertFirst National Advisors LLC independent RIAMariner BD affiliatedRIA to affiliated broker-dealer or bankJan 13, 2026Jan 15, 2026
Kenneth George SeropianFirst National Advisors LLC independent RIAMariner Institutional, LLC otherOtherJan 13, 2026Mar 26, 2026 (72 d)
Alex Edward OliverFirst National Advisors LLC independent RIAMariner BD affiliatedRIA to affiliated broker-dealer or bankJan 13, 2026Jan 13, 2026
Joseph CurranFirst National Advisors LLC independent RIAMariner BD affiliatedRIA to affiliated broker-dealer or bankJan 13, 2026Jan 13, 2026
Richard Edward OberucFirst National Advisors LLC independent RIAVirtue Capital Management, LLC independent RIARIA to RIADec 31, 2025Jan 8, 2026
Philip Gabriel NehroFirst National Advisors LLC independent RIAVirtue Capital Management, LLC independent RIARIA to RIADec 31, 2025Jan 23, 2026
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8 moves match.