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 Ria Advisory Group, LLC
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 |
|---|---|---|---|---|---|
| Kirk James Bond | Ria Advisory Group, LLC independent RIA | Apexedge LLC state registered | RIA to a state-registered adviser | Mar 30, 2026 | Mar 6, 2026 |
| Mark Steven Robinson | Ria Advisory Group, LLC independent RIA | Gradient Advisors, LLC independent RIA | RIA to RIA | Nov 20, 2025 | Apr 22, 2026 (153 d) |
| Kevin Keith Klein | Ria Advisory Group, LLC other | Lis Inc state registered | Other | Oct 20, 2017 | Sep 23, 2017 |
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3 moves match.