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 Rebalance 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 |
|---|---|---|---|---|---|
| Jill Carothers | Rebalance LLC independent RIA | Clarity Wealth Partners state registered | RIA to a state-registered adviser | Jan 27, 2026 | Jan 22, 2026 |
| David William Ranney | Rebalance LLC independent RIA | Strategic Advisers LLC national BD | RIA to affiliated broker-dealer or bank | Mar 25, 2025 | Apr 8, 2026 (379 d) |
| Alison Maile Cornwell | Rebalance LLC independent RIA | Silicon Valley Capital Partners, L.P. independent RIA | RIA to RIA | Mar 29, 2022 | Apr 4, 2025 (1102 d) |
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3 moves match.