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 Intellectus Partners, 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
Quinton Gerard McdermottIntellectus Partners, LLC independent RIADestination Wealth Management independent RIARIA to RIAMar 17, 2025Apr 4, 2025
Yen WuIntellectus Partners, LLC independent RIA1n Capital, LLC no RAUMRIA to a newly registered adviserAug 28, 2020Aug 3, 2020
Ben EmonsIntellectus Partners, LLC independent RIANew Edge Wealth BD affiliatedRIA to affiliated broker-dealer or bankNov 28, 2018Jan 5, 2023 (1499 d)
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3 moves match.