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 Dentist Advisors
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 |
|---|---|---|---|---|---|
| Jordan Anthony Haines | Dentist Advisors independent RIA | Drucker Wealth independent RIA | RIA to RIA | Jul 8, 2025 | Jan 5, 2026 (181 d) |
| Joseph Powell Naylor | Dentist Advisors independent RIA | LPL Financial LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jan 8, 2025 | Feb 12, 2025 (35 d) |
| Victoria E Ferguson | Dentist Advisors independent RIA | Northstar Investment Advisory LLC no RAUM | Other | Oct 15, 2024 | Jan 8, 2025 (85 d) |
| Amanda Bateman | Dentist Advisors independent RIA | Vanguard Advisers, Inc. BD affiliated | RIA to affiliated broker-dealer or bank | Jul 11, 2023 | Jul 12, 2023 |
| Abby Nicole Morton | Dentist Advisors independent RIA | Forefront independent RIA | RIA to RIA | Apr 27, 2023 | Dec 3, 2025 (951 d) |
| Joseph Michael Rugger | Dentist Advisors independent RIA | Bridge To Wealth LLC state registered | RIA to a state-registered adviser | Dec 31, 2021 | Jan 7, 2022 |
| Cody Jay Murray | Dentist Advisors independent RIA | Bivin & Associates, Inc. independent RIA | RIA to RIA | Jul 29, 2021 | Aug 5, 2021 |
| Kristen Ehringer | Dentist Advisors independent RIA | Fidelity Personal And Workplace Advisors BD affiliated | RIA to affiliated broker-dealer or bank | Jul 15, 2021 | Oct 4, 2021 (81 d) |
| James Andrew Murphy | Dentist Advisors independent RIA | Northstar Investment Advisory LLC no RAUM | RIA to a newly registered adviser | Jan 8, 2021 | Apr 25, 2022 (472 d) |
| Eric Ray Francis | Dentist Advisors independent RIA | Morgan Stanley wirehouse | RIA to wirehouse | Jan 30, 2019 | Oct 7, 2019 (250 d) |
| Chad Edwards Kelley | Dentist Advisors independent RIA | Physician Wealth Advisors, Inc. independent RIA | RIA to RIA | Oct 25, 2018 | Dec 4, 2018 (40 d) |
| Nathan Thayne Driggs | Dentist Advisors independent RIA | Edelman Financial Engines independent RIA | RIA to RIA | Jun 19, 2018 | Mar 10, 2020 (630 d) |
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12 moves match.