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 Marin Financial 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Colin Breuvart Drake | Marin Financial Advisors LLC independent RIA | Wealthspire Advisors independent RIA | RIA to RIA | May 28, 2026 | Feb 11, 2026 |
| Timothy Charles Harrington | Marin Financial Advisors LLC other | Longview Financial Advisors, LLC independent RIA | Other | Jan 26, 2018 | May 18, 2018 (112 d) |
| Kevin Charles Root | Marin Financial Advisors LLC other | Oak Root LLC independent RIA | Other | Feb 9, 2017 | Oct 30, 2025 (3185 d) |
| Cynthia J Morris | Marin Financial Advisors LLC other | RBC Securities, Inc. other | Other | Jan 22, 2009 | Aug 26, 2010 (581 d) |
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4 moves match.