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 Network 1 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Alice Cecilia Mckeon | Network 1 Financial Advisors Inc. state registered | Fortis Capital Advisors, LLC independent RIA | Other | Jul 10, 2024 | Jul 9, 2024 |
| Patrick W Sunday | Network 1 Financial Advisors Inc. state registered | Edward Jones national BD | Other | Apr 19, 2022 | May 6, 2022 |
| William Monos Greenfield | Network 1 Financial Advisors Inc. state registered | Greenfield Financial Group, LLC unclassified | Other | Apr 25, 2006 | Apr 5, 2006 |
| Leonard Zimmerman | Network 1 Financial Advisors Inc. state registered | World Investment Advisors, LLC other | Other | Oct 28, 2004 | Oct 31, 2025 (7673 d) |
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4 moves match.