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 Paladini 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
Matthew Mark PaladiniPaladini Financial Advisors, LLC independent RIACerity Partners LLC independent RIARIA to RIAOct 25, 2024Oct 16, 2024
Wendy L. KellyPaladini Financial Advisors, LLC independent RIACerity Partners LLC independent RIARIA to RIAOct 25, 2024Oct 16, 2024
Nathan Taylor HillPaladini Financial Advisors, LLC independent RIACerity Partners LLC independent RIARIA to RIAOct 25, 2024Oct 16, 2024
Nathan D TarverPaladini Financial Advisors, LLC independent RIAWood Tarver Financial independent RIARIA to RIAOct 4, 2023Oct 13, 2023
John Edward LinePaladini Financial Advisors, LLC independent RIAJohn Line, Cpa, Inc. state registeredRIA to a state-registered adviserApr 1, 2021Nov 30, 2020
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5 moves match.