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 Naples Global 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Kailey J Gunderson | Naples Global Advisors independent RIA | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | RIA to wirehouse | Jun 16, 2025 | May 7, 2026 (325 d) |
| Jason R Rundorff | Naples Global Advisors independent RIA | Hbks Wealth Advisors independent RIA | RIA to RIA | Jan 21, 2025 | Mar 5, 2025 (43 d) |
| Dominick Joseph Vender | Naples Global Advisors independent RIA | Mycio Wealth Partners, LLC independent RIA | RIA to RIA | Jan 3, 2023 | Mar 14, 2024 (436 d) |
| Ryan Michael Gavin | Naples Global Advisors independent RIA | Summit Wealth Partners, LLC independent RIA | RIA to RIA | Aug 26, 2021 | Sep 17, 2021 |
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4 moves match.