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 Marketriders
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 |
|---|---|---|---|---|---|
| Austin Disper | Marketriders independent RIA | Edelman Financial Engines independent RIA | RIA to RIA | Nov 3, 2025 | Nov 11, 2025 |
| Richard Flores | Marketriders independent RIA | Edward Jones national BD | RIA to affiliated broker-dealer or bank | Jun 30, 2022 | Apr 23, 2023 (297 d) |
| Mitchell Jay Tuchman | Marketriders no RAUM | Rebalance LLC no RAUM | Other | Aug 9, 2016 | Sep 28, 2011 |
| Sarah Swift Brandon | Marketriders no RAUM | Rebalance LLC no RAUM | Other | Aug 9, 2016 | Sep 28, 2011 |
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4 moves match.