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 Rebel Financial, 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 |
|---|---|---|---|---|---|
| Jonathan Philip Bailey | Rebel Financial, LLC independent RIA | The Joseph Group Capital Management independent RIA | RIA to RIA | Nov 7, 2025 | Nov 25, 2025 |
| Russell Drake Thamm | Rebel Financial, LLC independent RIA | Teamwork Financial Advisors, LLC independent RIA | RIA to RIA | Nov 3, 2025 | Nov 26, 2025 |
| Acie Clayborne | Rebel Financial, LLC independent RIA | Values Added Financial independent RIA | RIA to RIA | Jun 26, 2023 | Dec 4, 2025 (892 d) |
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3 moves match.