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 D. M. Brenner, Inc.
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 |
|---|---|---|---|---|---|
| Alondra Zepeda Ochoa | D. M. Brenner, Inc. independent RIA | Blue Sky Capital Consultants Group, Inc. independent RIA | RIA to RIA | Aug 11, 2025 | Nov 3, 2025 (84 d) |
| Stephanie Marie Cunningham | D. M. Brenner, Inc. independent RIA | Carmel Capital Partners, LLC independent RIA | RIA to RIA | Mar 4, 2024 | Sep 26, 2023 |
| Matthew Ryan Goldberg | D. M. Brenner, Inc. independent RIA | Blue Sky Capital Consultants Group, Inc. independent RIA | RIA to RIA | Mar 4, 2024 | Mar 7, 2025 (368 d) |
| Leilani Harwood | D. M. Brenner, Inc. independent RIA | F.A.I.T.H. Driven Planning unclassified | Other | Jul 21, 2021 | Aug 25, 2021 (35 d) |
Page 1 of 1
4 moves match.