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 Kaleel Investment 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
Muhammed Mosa KaleelKaleel Investment Advisors, LLC independent RIAFarther independent RIARIA to RIAJun 30, 2026Jun 15, 2026
Laura Smith AlspaughKaleel Investment Advisors, LLC independent RIAFarther independent RIARIA to RIAJun 30, 2026Jun 22, 2026
Tracy Ann SheaKaleel Investment Advisors, LLC independent RIARaymond James Financial Services Advisors, Inc BD affiliatedRIA to affiliated broker-dealer or bankJun 29, 2018May 14, 2018
Sean Christopher KellyKaleel Investment Advisors, LLC independent RIALPL Financial LLC otherOtherOct 6, 2016Dec 20, 2016 (75 d)
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4 moves match.