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 Claris 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.

AdvisorFromToTypeLeftRegistered
Christopher Lee FarverClaris Financial, LLC independent RIAMacroedge Capital, LLC state registeredRIA to a state-registered adviserJul 7, 2026Jul 9, 2026
Daniel Francis MurphyClaris Financial, LLC independent RIASavvy independent RIARIA to RIAJun 29, 2026Jul 6, 2026
Ryan Douglas GibbsClaris Financial, LLC independent RIASavvy independent RIARIA to RIAJun 29, 2026Jul 6, 2026
Aaron Scott GibbsClaris Financial, LLC independent RIASavvy independent RIARIA to RIAJun 29, 2026Jul 7, 2026
Carl B Dickson Jr.Claris Financial, LLC independent RIALPL Financial LLC otherOtherApr 19, 2017Apr 20, 2017
Appaiah Mudappa BallachandaClaris Financial, LLC independent RIALPL Financial LLC otherOtherApr 19, 2017Apr 20, 2017
Steven Gary WhiteClaris Financial, LLC independent RIALPL Financial LLC otherOtherApr 19, 2017Apr 20, 2017
Timothy Alan NitzClaris Financial, LLC independent RIAArdent Wealth Advisory, LLC state registeredRIA to a state-registered adviserAug 31, 2016Sep 1, 2016
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8 moves match.