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 Assetbuilder, Inc.

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
Adam Gregory MorseAssetbuilder, Inc. independent RIAFortify Financial no RAUMRIA to a newly registered adviserFeb 4, 2026Jan 22, 2026
Landon Wade McbrideAssetbuilder, Inc. independent RIAOpenair Financial, LLC independent RIARIA to RIAMar 21, 2024Jul 8, 2024 (109 d)
Gary Mack BrittainAssetbuilder, Inc. independent RIALegacy Folios state registeredRIA to a state-registered adviserJul 25, 2022Sep 21, 2022 (58 d)
Michael James FrenchAssetbuilder, Inc. independent RIAThrivent Advisor Network, LLC BD affiliatedRIA to affiliated broker-dealer or bankJul 27, 2021Jul 29, 2021
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4 moves match.