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 Pax Financial Group
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 |
|---|---|---|---|---|---|
| Melanie Maria Aaltje Rhooms | Pax Financial Group independent RIA | World Investment Advisors, LLC other | Other | Jul 31, 2025 | Jun 10, 2025 |
| Joseph Roeber Schuetze | Pax Financial Group independent RIA | Sanctuary Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | May 19, 2025 | May 22, 2025 |
| Alejandro G Ireta | Pax Financial Group independent RIA | Swbc Investment Company mixed wealth | RIA to RIA | Feb 10, 2021 | Jul 17, 2020 |
| Jim Douglas Crider | Pax Financial Group independent RIA | Intentional Living Fp state registered | RIA to a state-registered adviser | Jan 11, 2021 | Feb 25, 2021 (45 d) |
| Douglas James Richardson | Pax Financial Group independent RIA | Fair Oaks Financial LLC state registered | RIA to a state-registered adviser | Jul 17, 2020 | Jan 15, 2021 (182 d) |
| Kevin Force | Pax Financial Group independent RIA | Force Acres, LLC state registered | RIA to a state-registered adviser | Nov 13, 2019 | Mar 12, 2020 (120 d) |
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6 moves match.