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 Adasina Social Capital
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 |
|---|---|---|---|---|---|
| Renee Dubois Morgan | Adasina Social Capital asset manager | First Affirmative Financial Network LLC independent RIA | Other | Oct 22, 2025 | Jan 1, 2026 (71 d) |
| Afsana Jahan | Adasina Social Capital asset manager | Focus Partners Wealth, LLC independent RIA | Other | Mar 31, 2025 | Aug 25, 2025 (147 d) |
| Ryan Arnez Monroe | Adasina Social Capital other | Westfuller Advisors, LLC other | Other | Apr 3, 2023 | Jul 10, 2023 (98 d) |
| Leo Wilens Freeman | Adasina Social Capital independent RIA | Obran Capital Advisors LLC state registered | RIA to a state-registered adviser | Oct 21, 2021 | Jan 2, 2024 (803 d) |
| Phuong Luong | Adasina Social Capital independent RIA | Saltbox Financial LLC independent RIA | RIA to RIA | Jul 30, 2021 | May 19, 2021 |
| Elizabeth Elsa Taylor | Adasina Social Capital independent RIA | Ella Financial Advising independent RIA | RIA to RIA | Mar 2, 2020 | Oct 15, 2025 (2053 d) |
| Shannon Blackmon | Adasina Social Capital independent RIA | Earned Wealth Advisors, LLC independent RIA | RIA to RIA | Feb 5, 2020 | Feb 6, 2020 |
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7 moves match.