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 Zoe Financial, Inc.
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 |
|---|---|---|---|---|---|
| Lily Paige Kraus | Zoe Financial, Inc. independent RIA | Titan independent RIA | RIA to RIA | Sep 9, 2026 | Sep 9, 2026 |
| Cassie Marie Stancil | Zoe Financial, Inc. independent RIA | Morgan Stanley wirehouse | RIA to wirehouse | Jul 22, 2026 | Aug 24, 2026 (33 d) |
| Alexander Kemp | Zoe Financial, Inc. no RAUM | Nerdwallet Wealth Partners, LLC independent RIA | Other | Mar 26, 2026 | Feb 24, 2026 |
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3 moves match.