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 Zhang Financial

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
Brandon Caleb MullZhang Financial independent RIASavvy independent RIARIA to RIAJan 29, 2026Feb 10, 2026
Noah WolthuisZhang Financial independent RIAOn Point Crna state registeredRIA to a state-registered adviserJan 3, 2026Jan 8, 2026
Joshua Leonard WaltherZhang Financial independent RIAStraight Path Wealth Management independent RIARIA to RIAJan 3, 2026Feb 2, 2026
Jerry HeZhang Financial independent RIAKestra Advisory Services, LLC BD affiliatedRIA to affiliated broker-dealer or bankMay 3, 2024May 6, 2024
Jeremiah LudingtonZhang Financial independent RIAMainstay Capital Management, LLC independent RIARIA to RIAApr 30, 2019Apr 4, 2019
Christopher James TarkowskiZhang Financial mixed wealthCuri Capital, LLC independent RIARIA to RIAJan 28, 2019Jan 30, 2019
Daniel Curtis HainesZhang Financial mixed wealthSummitview Advisors state registeredRIA to a state-registered adviserJan 23, 2019Sep 13, 2018
James Joseph WalshZhang Financial otherAdvance Capital Management Inc otherOtherNov 29, 2017Dec 5, 2017
Jessica Lynn RossanaZhang Financial otherCreative Planning otherOtherOct 10, 2017Nov 6, 2017
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9 moves match.