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 Secura Financial

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
Dhillon Thomas TaylorSecura Financial independent RIALegacy Wealth Management, LLC independent RIARIA to RIAJul 24, 2026Jul 23, 2026
Leigh GreenbergSecura Financial independent RIALPL Enterprise, LLC no RAUMRIA to a newly registered adviserApr 30, 2025Jan 23, 2025
William Thomas BlackSecura Financial independent RIALPL Financial LLC otherOtherMar 21, 2024Jul 2, 2010
Greggory JackmanSecura Financial independent RIAJ.P. Morgan Securities LLC wirehouseRIA to wirehouseOct 28, 2022Jul 21, 2022
Matthew Joseph EvansSecura Financial independent RIARaymond James Financial Services Advisors, Inc otherOtherDec 18, 2019Jun 12, 2017
Anne TahimSecura Financial independent RIAVoya Financial Advisors, Inc. otherOtherJul 21, 2009Jul 24, 2009
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6 moves match.