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 Acorns

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
Jami LieblAcorns independent RIASofi Wealth LLC BD affiliatedRIA to affiliated broker-dealer or bankOct 21, 2025Nov 17, 2025
Paul SharpAcorns independent RIAThrivent Investment Management Inc. BD affiliatedRIA to affiliated broker-dealer or bankSep 30, 2025Nov 20, 2025 (51 d)
Connor Jameson BradyAcorns independent RIAMercury Advisory, LLC otherOtherDec 18, 2023Sep 9, 2024 (266 d)
Tessa ChamplinAcorns independent RIARobinhood Asset Management no RAUMRIA to a newly registered adviserMay 17, 2023Jan 28, 2025 (622 d)
Kristin M JustavinoAcorns independent RIARockefeller Capital Management BD affiliatedRIA to affiliated broker-dealer or bankMar 31, 2023Apr 24, 2023
Maria Veronica HumphreyAcorns independent RIAUnest Advisers, LLC independent RIARIA to RIAJun 2, 2020Nov 25, 2020 (176 d)
Sean Robert DignanAcorns otherIndex Fund Advisors, Inc. independent RIAOtherSep 5, 2017Jul 18, 2019 (681 d)
Patrick Kevin DaileyAcorns otherClaraphi Advisory Network, LLC otherOtherJul 20, 2017Oct 12, 2017 (84 d)
Eric Cameron TargoffAcorns otherMML Investors Services, LLC otherOtherSep 23, 2016Oct 20, 2017 (392 d)
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9 moves match.