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 Tfo Family Office Partners

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
Madalynn K HovilaTfo Family Office Partners independent RIAEdward Jones national BDRIA to affiliated broker-dealer or bankDec 10, 2025Feb 20, 2026 (72 d)
Tabitha N DalyTfo Family Office Partners independent RIASensible Money, LLC independent RIARIA to RIAFeb 27, 2023May 3, 2023 (65 d)
Ryan AmyTfo Family Office Partners independent RIAJ.P. Morgan Securities LLC wirehouseRIA to wirehouseSep 13, 2022Oct 5, 2022
Casey Joseph BowmanTfo Family Office Partners independent RIAJ.P. Morgan Securities LLC wirehouseRIA to wirehouseApr 8, 2022Apr 18, 2022
Cyrus Askari BaravatiTfo Family Office Partners independent RIASchwab Wealth Advisory, Inc. no RAUMOtherAug 2, 2021Sep 8, 2021 (37 d)
Mark William RizviTfo Family Office Partners independent RIATmd Wealth Management independent RIARIA to RIAJun 22, 2021Jul 28, 2021 (36 d)
Geoffrey Cong Khanh TranTfo Family Office Partners otherTolleson Private Wealth Management otherOtherNov 16, 2012Apr 12, 2013 (147 d)
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7 moves match.