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 Spinnaker Investment Group, 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 |
|---|---|---|---|---|---|
| Sonny David Edward Licata | Spinnaker Investment Group, LLC independent RIA | Edelman Financial Engines independent RIA | RIA to RIA | Jun 24, 2026 | Jul 2, 2026 |
| Riley Hayes | Spinnaker Investment Group, LLC independent RIA | Fortis Capital Advisors, LLC independent RIA | RIA to RIA | Nov 11, 2024 | Nov 1, 2024 |
| Jacqueline Dana Adler | Spinnaker Investment Group, LLC independent RIA | Gates Pass Advisors, LLC independent RIA | RIA to RIA | Jul 17, 2024 | Jul 30, 2024 |
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3 moves match.