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 Shoreline Wealth Advisors

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
Marion Eugene ShoreShoreline Wealth Advisors independent RIAParkwoods Wealth Partners, LLC independent RIARIA to RIADec 10, 2025Aug 1, 2025
Robert Jay BumbaloughShoreline Wealth Advisors independent RIAParkwoods Wealth Partners, LLC independent RIARIA to RIADec 10, 2025Aug 1, 2025
Vicki Jean KelseyShoreline Wealth Advisors independent RIAParkwoods Wealth Partners, LLC independent RIARIA to RIADec 10, 2025Aug 1, 2025
Joshua Dee BrumbaughShoreline Wealth Advisors independent RIAParkwoods Wealth Partners, LLC independent RIARIA to RIADec 10, 2025Aug 1, 2025
Mark Edward LuxShoreline Wealth Advisors independent RIAParkwoods Wealth Partners, LLC independent RIARIA to RIADec 10, 2025Aug 1, 2025
Edward Francis LuxShoreline Wealth Advisors independent RIAParkwoods Wealth Partners, LLC independent RIARIA to RIADec 10, 2025Aug 1, 2025
Brenda Kay BaierShoreline Wealth Advisors independent RIAFiduciary Financial Advisors independent RIARIA to RIAJul 7, 2023Jun 30, 2023
Timothy Brad WoodwardShoreline Wealth Advisors independent RIABlend Wealth state registeredRIA to a state-registered adviserSep 28, 2021Sep 3, 2021
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8 moves match.