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 Andersen

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
Dennis Ernesto EliasAndersen independent RIARange Advisory, LLC independent RIARIA to RIAAug 18, 2025Sep 9, 2025
Rebecca Michelle BlevinsAndersen independent RIAConcord Wealth Partners independent RIARIA to RIAMay 26, 2022Jul 17, 2025 (1148 d)
Christopher James WilliamsAndersen independent RIACapital Fiduciary Advisors state registeredRIA to a state-registered adviserJul 14, 2021Jul 14, 2021
Brian Gibbon MattoxAndersen otherKendall Capital Management otherOtherFeb 26, 2018Mar 6, 2018
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4 moves match.