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 Everest Financial Group
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 |
|---|---|---|---|---|---|
| Kevin Edward Seales | Everest Financial Group independent RIA | Schwab Wealth Advisory, Inc. no RAUM | Other | May 5, 2026 | Jun 6, 2026 (32 d) |
| Rebekah Anne Quinlan | Everest Financial Group independent RIA | Arkadios Wealth Advisors BD affiliated | RIA to affiliated broker-dealer or bank | May 13, 2025 | May 7, 2025 |
| Phoebe Taylor Bird | Everest Financial Group independent RIA | Advisornet Wealth Partners independent RIA | RIA to RIA | Jan 14, 2025 | Mar 4, 2025 (49 d) |
| James Andrew Michaels | Everest Financial Group independent RIA | Osaic Advisory Services, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Sep 8, 2024 | Sep 4, 2024 |
| Jacob Winters | Everest Financial Group independent RIA | LPL Financial LLC independent RIA | RIA to RIA | Jun 14, 2022 | Jul 7, 2022 |
| Katherine Anne Frazier | Everest Financial Group other | Bgm Wealth Management independent RIA | Other | Aug 15, 2017 | Jan 12, 2018 (150 d) |
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6 moves match.