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 Murphy & Sylvest
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 |
|---|---|---|---|---|---|
| Scott Charles Long | Murphy & Sylvest independent RIA | Charles Schwab & Co., Inc. national BD | RIA to affiliated broker-dealer or bank | Jul 7, 2025 | Jul 11, 2025 |
| Misti Doty White | Murphy & Sylvest independent RIA | Interlinc Financial Advisors, Inc. state registered | RIA to a state-registered adviser | Nov 25, 2024 | Apr 30, 2025 (156 d) |
| Samantha Elizabeth Swayze | Murphy & Sylvest independent RIA | Northern Trust Investments, Incorporated asset manager | Other | Oct 30, 2024 | Dec 3, 2024 (34 d) |
| Adrienne Denae Anthony | Murphy & Sylvest independent RIA | Lee Financial Company, LLC independent RIA | RIA to RIA | May 11, 2022 | Jun 17, 2022 (37 d) |
| Michael Andrew Domingo | Murphy & Sylvest independent RIA | Farther independent RIA | RIA to RIA | Feb 1, 2016 | Jan 9, 2026 (3630 d) |
| Beverly Deloris Johnson | Murphy & Sylvest independent RIA | Financial Gravity Asset Management, Inc. other | Other | Jul 22, 2015 | Aug 6, 2015 |
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6 moves match.