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 Agdeavor Investments

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
Larry Eugene ThompsonAgdeavor Investments independent RIABalance Wealth independent RIARIA to RIAMar 24, 2026Oct 24, 2025
Shaun Thomas CarneyAgdeavor Investments independent RIABalance Wealth independent RIARIA to RIAMar 24, 2026May 6, 2025
David Lee MarlinAgdeavor Investments independent RIABalance Wealth independent RIARIA to RIAMar 24, 2026May 23, 2025
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3 moves match.