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 Navigate Private Wealth, 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 |
|---|---|---|---|---|---|
| Jerry Lynn Ford | Navigate Private Wealth, LLC independent RIA | Advisory Services Network independent RIA | RIA to RIA | Jul 6, 2023 | Jul 5, 2023 |
| David King Eaton | Navigate Private Wealth, LLC independent RIA | Advisory Services Network independent RIA | RIA to RIA | Jul 6, 2023 | Jul 3, 2023 |
| Robert Michael Ford | Navigate Private Wealth, LLC independent RIA | Advisory Services Network independent RIA | RIA to RIA | Jul 6, 2023 | Jul 5, 2023 |
| Michael Brandon Riley | Navigate Private Wealth, LLC independent RIA | Coign Capital Advisors LLC independent RIA | RIA to RIA | Oct 3, 2019 | Oct 4, 2019 |
| Trevor Christian Stauffer | Navigate Private Wealth, LLC independent RIA | Coign Capital Advisors LLC independent RIA | RIA to RIA | Oct 3, 2019 | Oct 4, 2019 |
Page 1 of 1
5 moves match.