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 Radnor Financial Advisors, 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
Michael Newman MattiseRadnor Financial Advisors, LLC independent RIACorient independent RIARIA to RIAMar 31, 2023Nov 2, 2022
Brian Joshua JacobsRadnor Financial Advisors, LLC independent RIACorient independent RIARIA to RIAMar 31, 2023Nov 2, 2022
Carl Michael RosenfeldRadnor Financial Advisors, LLC independent RIACorient independent RIARIA to RIAMar 31, 2023Nov 3, 2022
Bryan Robert BladesRadnor Financial Advisors, LLC independent RIACorient independent RIARIA to RIAMar 31, 2023Nov 3, 2022
Casey Zistel ShureRadnor Financial Advisors, LLC independent RIACorient independent RIARIA to RIAMar 31, 2023Nov 2, 2022
Austin Dodge HogganRadnor Financial Advisors, LLC independent RIACorient independent RIARIA to RIAMar 31, 2023Nov 2, 2022
Justin Matthew SpikeRadnor Financial Advisors, LLC independent RIACorient independent RIARIA to RIAMar 31, 2023Nov 2, 2022
Haley Paige LanganRadnor Financial Advisors, LLC independent RIACorient independent RIARIA to RIAMar 31, 2023Nov 2, 2022
Kathryn Rose RiesbergRadnor Financial Advisors, LLC independent RIACorient independent RIARIA to RIAMar 31, 2023Nov 2, 2022
Derrick Joseph GoodenowRadnor Financial Advisors, LLC independent RIACorient independent RIARIA to RIAMar 31, 2023Nov 2, 2022
Alyssa Marie OtwayRadnor Financial Advisors, LLC independent RIACorient independent RIARIA to RIAMar 31, 2023Nov 2, 2022
Ashley Diane NimonRadnor Financial Advisors, LLC independent RIACorient independent RIARIA to RIAMar 31, 2023Nov 2, 2022
Max ElfenbeinRadnor Financial Advisors, LLC independent RIACorient independent RIARIA to RIAMar 31, 2023Nov 2, 2022
Lillia SmithRadnor Financial Advisors, LLC independent RIACorient independent RIARIA to RIAMar 31, 2023Nov 2, 2022
Hannah Rose DesherRadnor Financial Advisors, LLC independent RIAVanguard Advisers, Inc. BD affiliatedRIA to affiliated broker-dealer or bankSep 10, 2021Feb 3, 2022 (146 d)
Ryan Joseph LanganRadnor Financial Advisors, LLC independent RIAFidelity Personal And Workplace Advisors BD affiliatedRIA to affiliated broker-dealer or bankNov 13, 2020Jan 29, 2021 (77 d)
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16 moves match.