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 Financial Life 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Scott Edward Leavitt | Financial Life Advisors independent RIA | Adams Wealth Advisors independent RIA | RIA to RIA | May 4, 2026 | May 28, 2026 |
| Mary Jo Haselhorst | Financial Life Advisors independent RIA | Inflection Financial mixed wealth | RIA to RIA | Feb 9, 2026 | Nov 26, 2025 |
| Cameron Neumann | Financial Life Advisors independent RIA | Level Four Advisory Services BD affiliated | RIA to affiliated broker-dealer or bank | Apr 9, 2025 | May 9, 2025 |
| Brianna Mieko Black | Financial Life Advisors independent RIA | Saltbox Financial LLC independent RIA | RIA to RIA | Oct 11, 2023 | Mar 21, 2024 (162 d) |
| Kevin Scott Rademacher | Financial Life Advisors independent RIA | Lifetime Financial Planners LLC state registered | RIA to a state-registered adviser | Aug 17, 2023 | Nov 6, 2023 (81 d) |
| Michael Brian Mcintosh | Financial Life Advisors independent RIA | Klr Investment Advisors, LLC independent RIA | RIA to RIA | Aug 26, 2022 | Oct 11, 2023 (411 d) |
| Ezequiel Aviles | Financial Life Advisors independent RIA | Mercer Global Advisors Inc. independent RIA | RIA to RIA | Mar 1, 2021 | Jun 9, 2021 (100 d) |
| Byron Daniel Clark | Financial Life Advisors independent RIA | World Investment Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Sep 13, 2019 | Sep 18, 2019 |
| Angel Melgoza | Financial Life Advisors independent RIA | Mylife Financial unclassified | Other | Nov 13, 2018 | Aug 11, 2016 |
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9 moves match.