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 Single Point 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
Cassandra Anton GoldenSingle Point Partners independent RIAMay Hill Capital, LLC independent RIARIA to RIAAug 15, 2025Apr 1, 2025
Seth David CorkinSingle Point Partners independent RIADynamic independent RIARIA to RIASep 6, 2023Aug 18, 2023
Robert Ernest DockendorffSingle Point Partners independent RIADynamic independent RIARIA to RIASep 6, 2023Aug 18, 2023
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3 moves match.