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 Insight Advisors, 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 |
|---|---|---|---|---|---|
| Eric William Loughnane | Insight Advisors, LLC independent RIA | LPL Financial LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jul 6, 2026 | Jun 22, 2026 |
| Julia Anne Teresa Peloso-Barnes | Insight Advisors, LLC independent RIA | Prism Planning And Solutions Group no RAUM | RIA to a newly registered adviser | Apr 6, 2026 | Feb 20, 2026 |
| Naoka Nakagawa | Insight Advisors, LLC independent RIA | Prism Planning And Solutions Group no RAUM | RIA to a newly registered adviser | Apr 6, 2026 | Feb 20, 2026 |
| Brianna Michelle Melahn | Insight Advisors, LLC independent RIA | Prism Planning And Solutions Group no RAUM | RIA to a newly registered adviser | Apr 6, 2026 | Feb 20, 2026 |
| Ralph John Fetrow | Insight Advisors, LLC independent RIA | Prospera Financial Services, Inc. independent RIA | RIA to RIA | Feb 10, 2023 | Jan 31, 2023 |
| Cara Cannon | Insight Advisors, LLC independent RIA | Captrust institutional | Other | Jul 20, 2020 | Jun 17, 2024 (1428 d) |
| Eric William Loughnane | Insight Advisors, LLC independent RIA | Cordatus Wealth Management LLC other | Other | Feb 28, 2018 | Mar 1, 2018 |
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7 moves match.