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 Balentine

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
Rushil KherajBalentine independent RIAHb Wealth independent RIARIA to RIASep 15, 2026Jul 6, 2026
Jonathan Christopher BristowBalentine independent RIAHb Wealth independent RIARIA to RIAApr 17, 2026Apr 24, 2026
Jennifer Scott FribergBalentine independent RIAMartinwright Advisory, LLC independent RIARIA to RIAMar 2, 2026May 15, 2026 (74 d)
Michael Brandon BinnickerBalentine independent RIAHb Wealth independent RIARIA to RIAJul 25, 2025Aug 27, 2025 (33 d)
Margaret F SimsBalentine independent RIATruist Advisory Services, Inc. BD affiliatedRIA to affiliated broker-dealer or bankApr 10, 2025Jun 11, 2025 (62 d)
Michael Robinson RagsdaleBalentine independent RIAEqv Advisory, LLC no RAUMRIA to a newly registered adviserAug 23, 2024Nov 14, 2025 (448 d)
Paul Matthew DammBalentine otherAprio Wealth Management, LLC otherOtherJun 22, 2015May 26, 2015
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7 moves match.