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 Cabana Asset Management

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
Patrick Sean ScobieCabana Asset Management otherSignal Advisors Wealth, LLC independent RIAOtherDec 24, 2025Feb 2, 2026 (40 d)
Ian James ScobieCabana Asset Management otherSignal Advisors Wealth, LLC independent RIAOtherDec 24, 2025Jan 21, 2026
Taylor Murphy WoodardCabana Asset Management otherLuxon Brown state registeredOtherOct 21, 2025Jan 12, 2026 (83 d)
Christopher Mark MagannCabana Asset Management mixed wealthLuxon Brown state registeredRIA to a state-registered adviserDec 12, 2024Feb 28, 2025 (78 d)
Daniel Ray SnoverCabana Asset Management independent RIAPmv Capital Advisers, LLC mixed wealthRIA to RIAJul 7, 2020May 13, 2020
Kelly Suzanne MajdanCabana Asset Management independent RIAWorld Investment Advisors, LLC BD affiliatedRIA to affiliated broker-dealer or bankJun 14, 2019Jun 10, 2019
Nikifor Alexandrov PaunovCabana Asset Management independent RIAMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseRIA to wirehouseJun 1, 2018Aug 3, 2018 (63 d)
David MerskyCabana Asset Management otherFirst Affirmative Financial Network LLC independent RIAOtherAug 31, 2017Aug 27, 2018 (361 d)
Thomas Norman ZirbelCabana Asset Management otherProspera Financial Services, Inc. otherOtherJun 11, 2014Jan 22, 2015 (225 d)
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9 moves match.