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 Insight Folios

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
Zachary Bram PoitraInsight Folios independent RIAFoundations Investment Advisors LLC independent RIARIA to RIAOct 31, 2025Nov 4, 2025
Larry Gene MccabeInsight Folios independent RIAFoundations Investment Advisors LLC independent RIARIA to RIAOct 31, 2025Nov 6, 2025
Jason SiebertInsight Folios independent RIAFoundations Investment Advisors LLC independent RIARIA to RIAOct 6, 2025Oct 17, 2025
Sean Richard SparkmanInsight Folios independent RIAFoundations Investment Advisors LLC independent RIARIA to RIAJun 29, 2025Jun 30, 2025
Jonathan Moser SpatzInsight Folios independent RIABrookstone Wealth Advisors, LLC independent RIARIA to RIAJun 14, 2022Apr 29, 2022
Michael Wayne WilliamsInsight Folios independent RIATruvestments Capital LLC otherOtherAug 25, 2017Aug 23, 2017
Scott Richard CartyInsight Folios independent RIACarty Capital Management unclassifiedOtherAug 4, 2016Aug 2, 2016
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7 moves match.