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 Sl2 Investments LLC
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 |
|---|---|---|---|---|---|
| Jacob N. Pacini | Sl2 Investments LLC asset manager | Lilliano Capital Management LLC no RAUM | Other | Mar 2, 2026 | Mar 5, 2026 |
| Jacob Marion Martin | Sl2 Investments LLC asset manager | Soulence Wealth Management independent RIA | Other | Mar 2, 2026 | Mar 3, 2026 |
| Gabriel Cory Mcmennamy | Sl2 Investments LLC asset manager | Soulence Wealth Management independent RIA | Other | Mar 2, 2026 | Mar 3, 2026 |
| Tyler Schall | Sl2 Investments LLC asset manager | Star Wealth Advisors no RAUM | Other | Jul 23, 2025 | Jan 19, 2026 (180 d) |
| David T. Hatfield | Sl2 Investments LLC mixed wealth | Ashton Thomas Private Wealth independent RIA | RIA to RIA | Feb 5, 2019 | Aug 20, 2019 (196 d) |
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5 moves match.