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 Inspire Investing, 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
Mason Scott CraigInspire Investing, LLC asset managerInspire Advisors, LLC independent RIAOtherJul 8, 2026Jul 7, 2026
Brian Jeffrey SauerInspire Investing, LLC asset managerEdward Jones national BDOtherDec 12, 2025Dec 5, 2025
Aaron Douglas MoonInspire Investing, LLC asset managerInspire Advisors, LLC independent RIAOtherJan 2, 2025Jul 28, 2020
Matthew Douglas WeinertInspire Investing, LLC asset managerInspire Advisors, LLC independent RIAOtherJul 24, 2023Dec 5, 2022
Joseph VerissimoInspire Investing, LLC asset managerCreative Financial Designs, Inc. BD affiliatedOtherMar 29, 2023Nov 23, 2022
Darrell Ward JayroeInspire Investing, LLC asset managerInspire Advisors, LLC independent RIAOtherDec 31, 2022Feb 28, 2022
Ashley Lynn DunningInspire Investing, LLC asset managerSvb Asset Management otherOtherOct 13, 2022Dec 13, 2022 (61 d)
John Michael WildernInspire Investing, LLC asset managerInspire Advisors, LLC independent RIAOtherMar 29, 2022Jan 21, 2022
Aubrey Hix CarlisleInspire Investing, LLC asset managerGuidestone Advisors independent RIAOtherMay 20, 2021Jun 7, 2021
Joseph WebbInspire Investing, LLC asset managerInspire Advisors, LLC no RAUMOtherMar 4, 2019Feb 27, 2019
Claudia Patricia HallInspire Investing, LLC asset managerInspire Advisors, LLC no RAUMOtherFeb 26, 2019Feb 25, 2019
Derek Lee HastingsInspire Investing, LLC asset managerInspire Advisors, LLC independent RIAOtherFeb 18, 2019Jan 1, 2026 (2509 d)
Brian Keith CohoonInspire Investing, LLC asset managerInspire Advisors, LLC no RAUMOtherFeb 18, 2019Feb 14, 2019
Carlos LopezInspire Investing, LLC otherTwo Pillars Asset Management state registeredOtherOct 5, 2018Mar 15, 2019 (161 d)
Benjamin J MalickInspire Investing, LLC otherBright Portfolios, LLC no RAUMOtherApr 6, 2017Sep 18, 2017 (165 d)
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15 moves match.