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 Money Professionals, 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Clay James Anderson | Money Professionals, LLC other | Ascendance Wealth state registered | Other | Dec 13, 2021 | Nov 10, 2025 (1428 d) |
| Tripp Crawford Hale | Money Professionals, LLC other | Avantax Advisory Services other | Other | Apr 22, 2015 | Sep 22, 2015 (153 d) |
| Bryan Kevin Trochessett | Money Professionals, LLC other | San Blas Capital, LLC state registered | Other | Mar 17, 2014 | Dec 23, 2025 (4299 d) |
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3 moves match.