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 Defender Capital

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
Thomas Clarkson WorthDefender Capital independent RIAOrg Partners independent RIARIA to RIAFeb 18, 2025Feb 19, 2025
Joseph Clarence LearyDefender Capital independent RIAOrg Partners independent RIARIA to RIAFeb 18, 2025Feb 19, 2025
Grant Christopher WilsonDefender Capital independent RIAOrg Partners independent RIARIA to RIAFeb 18, 2025Feb 19, 2025
Dylan Jackson CoeDefender Capital independent RIAWells Fargo Advisors wirehouseRIA to wirehouseOct 24, 2024Jan 7, 2025 (75 d)
Enrique J. RabellDefender Capital independent RIAWells Fargo Advisors wirehouseRIA to wirehouseJul 15, 2024Feb 6, 2025 (206 d)
Patrick Joseph WalshDefender Capital independent RIAWalsh Capital LLC state registeredRIA to a state-registered adviserMar 13, 2024Jul 2, 2024 (111 d)
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6 moves match.