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 One Day In July 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
Peter Anders EgolfOne Day In July LLC independent RIAKilter Group independent RIARIA to RIASep 3, 2025May 29, 2026 (268 d)
Hans Frederick SmithOne Day In July LLC independent RIASilverlake Wealth Management LLC independent RIARIA to RIAJun 5, 2025Jun 18, 2025
Grant Desaussure O'BryanOne Day In July LLC independent RIAAlchemy Wealth Management state registeredRIA to a state-registered adviserSep 25, 2024May 9, 2025 (226 d)
Kaitlin A BenselOne Day In July LLC independent RIAMorgan Stanley wirehouseRIA to wirehouseDec 22, 2023Jan 18, 2024
Joshua KrukOne Day In July LLC independent RIAFocus 50 Wealth Management LLC state registeredRIA to a state-registered adviserJun 1, 2023Jul 6, 2026 (1131 d)
Steven SchleupnerOne Day In July LLC independent RIAYou Tree, LLC unclassifiedOtherDec 2, 2020Feb 4, 2021 (64 d)
Paul Francis BarryOne Day In July LLC independent RIAMiddle Street Capital, LLC independent RIARIA to RIANov 4, 2020Nov 2, 2020
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7 moves match.