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 Journey Advisory Group, 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 |
|---|---|---|---|---|---|
| Timothy James Koester | Journey Advisory Group, LLC independent RIA | Phase Line Financial state registered | RIA to a state-registered adviser | Apr 10, 2025 | Sep 12, 2025 (155 d) |
| Peter James Abi-Nader | Journey Advisory Group, LLC independent RIA | Allworth Financial, L.P. BD affiliated | RIA to affiliated broker-dealer or bank | Sep 30, 2022 | Oct 3, 2022 |
| Daniel Patrick Leahy | Journey Advisory Group, LLC independent RIA | Allworth Financial, L.P. BD affiliated | RIA to affiliated broker-dealer or bank | Sep 30, 2022 | Oct 5, 2022 |
| Deborah Kerr | Journey Advisory Group, LLC independent RIA | Vanguard Advisers, Inc. BD affiliated | RIA to affiliated broker-dealer or bank | Sep 12, 2022 | Oct 19, 2022 (37 d) |
| Kevin Reilly Kane | Journey Advisory Group, LLC independent RIA | Channel Islands Group independent RIA | RIA to RIA | Sep 17, 2018 | Dec 12, 2018 (86 d) |
| Michael Patrick Brewer | Journey Advisory Group, LLC other | Surepath Wealth Management unclassified | Other | Jul 27, 2015 | May 10, 2016 (288 d) |
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6 moves match.