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 Marble Trail 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.

AdvisorFromToTypeLeftRegistered
Matthew Perry WoottenMarble Trail Advisors independent RIASilver Birch Financial LLC no RAUMRIA to a newly registered adviserJul 7, 2026May 11, 2026
Megan Stewart MandigoMarble Trail Advisors independent RIASilver Birch Financial LLC no RAUMRIA to a newly registered adviserJun 1, 2026Jun 2, 2026
Matthew Edward Dahlgren DaigneaultMarble Trail Advisors independent RIAAries Wealth Management, LLC independent RIARIA to RIAOct 31, 2022Nov 1, 2022
Gerrit Paul PetersonsMarble Trail Advisors independent RIARobinson Smith Wealth Advisors, LLC independent RIARIA to RIAJun 13, 2022Aug 16, 2022 (64 d)
Malissa M MarshallMarble Trail Advisors independent RIASoaring Wealth LLC state registeredRIA to a state-registered adviserNov 17, 2018Feb 28, 2019 (103 d)
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5 moves match.