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 Kobo Wealth Conservancy
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 |
|---|---|---|---|---|---|
| Cristopher Jon Borden | Kobo Wealth Conservancy independent RIA | Fiduciary Investment Council, LLC other | Other | Dec 11, 2025 | Sep 24, 2012 |
| Benny Tran | Kobo Wealth Conservancy independent RIA | Shuster Advisory Group, LLC institutional | Other | Dec 11, 2025 | Mar 25, 2022 |
| Steven Edward Connell | Kobo Wealth Conservancy independent RIA | Diamond Head Financial Advisors LLC state registered | RIA to a state-registered adviser | Dec 4, 2024 | May 10, 2019 |
| Cristopher Jon Borden | Kobo Wealth Conservancy other | Financial Insights, Inc. unclassified | Other | Dec 31, 2010 | Sep 29, 2010 |
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4 moves match.