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 Paladin Advisors, 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.

AdvisorFromToTypeLeftRegistered
Sean Michael McmullenPaladin Advisors, LLC independent RIACitizens Private Wealth independent RIARIA to RIAOct 3, 2022Oct 1, 2022
Jeffrey James EgiziPaladin Advisors, LLC independent RIACitizens Private Wealth independent RIARIA to RIAOct 3, 2022Oct 3, 2022
Natalie Brooke MarinPaladin Advisors, LLC independent RIANorthstar Financial Planning, LLC independent RIARIA to RIAMar 17, 2022Apr 20, 2022 (34 d)
Michael Waters CostaPaladin Advisors, LLC independent RIACommonwealth Financial Network national BDRIA to affiliated broker-dealer or bankApr 21, 2021May 24, 2021 (33 d)
Barry Keck BettersPaladin Advisors, LLC independent RIACornerstone Financial Planning, LLC independent RIARIA to RIAJan 28, 2019Sep 16, 2021 (962 d)
Stephanie Castonguay GriebelPaladin Advisors, LLC otherResolute Financial, LLC otherOtherJul 19, 2016Jan 12, 2017 (177 d)
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6 moves match.