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 Navigators 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 |
|---|---|---|---|---|---|
| Christopher Mark Tilden | Financial Navigators Inc. independent RIA | Montis Financial, LLC independent RIA | RIA to RIA | Oct 8, 2024 | Oct 11, 2024 |
| Casandra Ann Johnson | Financial Navigators Inc. independent RIA | Montis Financial, LLC independent RIA | RIA to RIA | Oct 8, 2024 | Nov 5, 2024 |
| Mariah Marie Maines | Financial Navigators Inc. independent RIA | Montis Financial, LLC independent RIA | RIA to RIA | Oct 8, 2024 | Nov 5, 2024 |
| Roman Shlyakhetko | Financial Navigators Inc. independent RIA | Henssler Financial independent RIA | RIA to RIA | Jul 15, 2024 | Mar 3, 2025 (231 d) |
| Leif Kt Daulaire | Financial Navigators Inc. independent RIA | Wadsworth & Daulaire Financial Planners state registered | RIA to a state-registered adviser | Dec 26, 2019 | Jan 2, 2020 |
| Karen Patricia Kelly | Financial Navigators Inc. independent RIA | Grimes & Company independent RIA | RIA to RIA | Nov 19, 2019 | Jan 27, 2021 (435 d) |
| Eric Booth Wadsworth | Financial Navigators Inc. independent RIA | Wadsworth & Daulaire Financial Planners state registered | RIA to a state-registered adviser | Sep 16, 2019 | Mar 6, 2019 |
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7 moves match.