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 Edge 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.

AdvisorFromToTypeLeftRegistered
Edward James MeekEdge Financial Advisors, LLC independent RIAAlpha Cubed Investments, LLC otherOtherMar 23, 2026Jan 6, 2016
Michael John GreenenEdge Financial Advisors, LLC independent RIACerity Partners Retirement Plan Consultants institutionalOtherMar 23, 2026Mar 5, 2026
James L AlexanderEdge Financial Advisors, LLC independent RIACerity Partners LLC independent RIARIA to RIAMar 23, 2026Mar 5, 2026
Eric William JonesEdge Financial Advisors, LLC independent RIACerity Partners LLC independent RIARIA to RIAMar 23, 2026Mar 5, 2026
Andrew J KrajewskiEdge Financial Advisors, LLC independent RIACerity Partners LLC independent RIARIA to RIAMar 23, 2026Mar 5, 2026
Jeremy Robert SchletzEdge Financial Advisors, LLC independent RIACerity Partners LLC independent RIARIA to RIAMar 23, 2026Mar 5, 2026
Zachary Adam CravezEdge Financial Advisors, LLC independent RIACerity Partners LLC independent RIARIA to RIAMar 23, 2026Mar 5, 2026
Nathan Edward MeekEdge Financial Advisors, LLC independent RIACerity Partners LLC independent RIARIA to RIAMar 23, 2026Mar 5, 2026
Johnathan IrionsEdge Financial Advisors, LLC independent RIAGoldstone Financial Group, LLC independent RIARIA to RIAAug 15, 2025Sep 4, 2025
John Morgan SmithEdge Financial Advisors, LLC independent RIAAlpha Cubed Investments, LLC otherOtherNov 18, 2024Sep 16, 2015
Nathan Leroy BosekEdge Financial Advisors, LLC independent RIAFarther independent RIARIA to RIAMay 17, 2024May 16, 2024
Scott FarwellEdge Financial Advisors, LLC independent RIAFifth Third Securities, Inc. BD affiliatedRIA to affiliated broker-dealer or bankSep 2, 2022Aug 8, 2022
Christopher Anthony MarrEdge Financial Advisors, LLC independent RIACharles Schwab & Co., Inc. national BDRIA to affiliated broker-dealer or bankJan 13, 2021Jul 29, 2021 (197 d)
Srbo Nmn RadisavljevicEdge Financial Advisors, LLC otherStrategic Edge Wealth Management, LLC unclassifiedOtherAug 13, 2015Jun 19, 2015
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14 moves match.