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 The Advocate 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 |
|---|---|---|---|---|---|
| Jacob J Worthen | The Advocate Group, LLC independent RIA | Ameriprise Financial Services, LLC national BD | RIA to affiliated broker-dealer or bank | Aug 14, 2026 | Sep 15, 2026 (32 d) |
| Sabrina F Karns | The Advocate Group, LLC independent RIA | Commonwealth Financial Network national BD | RIA to affiliated broker-dealer or bank | Jul 27, 2026 | Jul 30, 2026 |
| Dylan Jacob Ibarra | The Advocate Group, LLC independent RIA | The Burney Company independent RIA | RIA to RIA | Jan 5, 2026 | Jun 26, 2026 (172 d) |
| Bailey Marie Norby | The Advocate Group, LLC independent RIA | Jnba Financial Advisors, LLC independent RIA | RIA to RIA | Jun 26, 2025 | Jul 9, 2025 |
| Jacob M Stanczyk | The Advocate Group, LLC independent RIA | Jmg Financial Group Ltd independent RIA | RIA to RIA | May 2, 2024 | May 15, 2024 |
| Fang Echo Huang | The Advocate Group, LLC other | Echo Wealth Management, LLC independent RIA | Other | Mar 26, 2015 | Mar 11, 2015 |
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6 moves match.