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 11 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
Joshua Deron Vinson11 Financial independent RIAHornor, Townsend & Kent, LLC independent RIARIA to RIAJul 9, 2026Jul 23, 2026
Taylor J Kovar11 Financial independent RIAEnvoy Advisory Inc. independent RIARIA to RIADec 31, 2024Jun 28, 2022
Joshua Deron Vinson11 Financial independent RIAEnvoy Advisory Inc. independent RIARIA to RIADec 31, 2024Jul 25, 2022
Claudia Valladares11 Financial independent RIAEnvoy Advisory Inc. independent RIARIA to RIADec 31, 2024Jun 27, 2022
Frank Vestal11 Financial independent RIACore Planning independent RIARIA to RIADec 31, 2024Feb 21, 2025 (52 d)
Collin Lyon11 Financial independent RIAAnderson Financial Strategies, LLC mixed wealthRIA to RIAMay 21, 2024Jun 20, 2024
Matthew Blair Williamson11 Financial independent RIAWilliamson Asset Management LLC unclassifiedOtherApr 13, 2024Apr 15, 2024
Matthew Spencer Long11 Financial independent RIAAdvice And Planning Services BD affiliatedRIA to affiliated broker-dealer or bankMar 15, 2024Mar 25, 2024
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8 moves match.