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 Mission Trails Financial

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
Brigand Wade KlineMission Trails Financial independent RIANewedge Advisors BD affiliatedRIA to affiliated broker-dealer or bankFeb 18, 2025Jan 29, 2025
Kristen Nicole KlineMission Trails Financial independent RIANewedge Advisors BD affiliatedRIA to affiliated broker-dealer or bankFeb 18, 2025Jan 29, 2025
Steven Farley BlissMission Trails Financial independent RIANewedge Advisors BD affiliatedRIA to affiliated broker-dealer or bankJan 31, 2025Mar 18, 2025 (46 d)
Laila KhosroabadiMission Trails Financial independent RIANewedge Advisors BD affiliatedRIA to affiliated broker-dealer or bankJan 31, 2025May 22, 2025 (111 d)
John M KevanMission Trails Financial independent RIANewedge Advisors BD affiliatedRIA to affiliated broker-dealer or bankJan 31, 2025Mar 4, 2025 (32 d)
Bryan Eugene PridmoreMission Trails Financial independent RIANewedge Advisors BD affiliatedRIA to affiliated broker-dealer or bankJan 31, 2025Jan 31, 2025
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6 moves match.