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 Align Impact, 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Courtney Lavin Joyner | Align Impact, LLC independent RIA | Sorenson Impact Advisory other | Other | May 1, 2026 | Aug 12, 2026 (103 d) |
| Kristin Marie Viola | Align Impact, LLC independent RIA | Sorenson Impact Advisory other | Other | May 1, 2026 | Aug 12, 2026 (103 d) |
| Efrata Dawit Kirose | Align Impact, LLC independent RIA | One Oak independent RIA | RIA to RIA | Mar 5, 2026 | Apr 13, 2026 (39 d) |
| Alison Elizabeth Motroni | Align Impact, LLC independent RIA | Abacus Wealth Partners independent RIA | RIA to RIA | Dec 31, 2025 | May 7, 2026 (127 d) |
| Rahima Jamal | Align Impact, LLC independent RIA | Westfuller Advisors, LLC other | Other | Jun 4, 2025 | Jul 15, 2025 (41 d) |
| Paige Mackenzie Dickman | Align Impact, LLC independent RIA | Pathstone independent RIA | RIA to RIA | May 16, 2025 | Oct 25, 2025 (162 d) |
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6 moves match.