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 Keenan Financial

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
Inis MijaKeenan Financial independent RIAMoors & Cabot, Inc BD affiliatedRIA to affiliated broker-dealer or bankAug 4, 2026Jul 28, 2026
Matthew John PoindexterKeenan Financial independent RIAJ.P. Morgan Securities LLC wirehouseRIA to wirehouseJun 22, 2026Aug 18, 2026 (57 d)
James Joseph ReaganKeenan Financial independent RIAEdelman Financial Engines independent RIARIA to RIAApr 2, 2026Jul 30, 2026 (119 d)
Jack HauslerKeenan Financial independent RIAWorld Investment Advisors, LLC otherOtherMar 25, 2026Apr 23, 2026
Evan FischthalKeenan Financial independent RIAFinivi Inc. independent RIARIA to RIAMar 24, 2026Jun 9, 2026 (77 d)
Charlotte Rose Macgregor SiggKeenan Financial independent RIAOppenheimer & Co. Inc. BD affiliatedRIA to affiliated broker-dealer or bankFeb 23, 2026Apr 23, 2026 (59 d)
Jacquelyn Marie KaneKeenan Financial independent RIAVoya Financial Advisors, Inc. BD affiliatedRIA to affiliated broker-dealer or bankJan 13, 2026Jun 3, 2026 (141 d)
Sophia CrossKeenan Financial independent RIAVoya Financial Advisors, Inc. BD affiliatedRIA to affiliated broker-dealer or bankDec 5, 2025Jun 10, 2026 (187 d)
Daniel CrollKeenan Financial independent RIACommonwealth Financial Network national BDRIA to affiliated broker-dealer or bankSep 12, 2025Nov 7, 2025 (56 d)
Griffin CoatesKeenan Financial independent RIAWealth Enhancement Advisory Services, LLC BD affiliatedRIA to affiliated broker-dealer or bankSep 9, 2025Sep 23, 2025
Colby SteinfeldKeenan Financial independent RIAStrategic Advisers LLC national BDRIA to affiliated broker-dealer or bankAug 11, 2025Feb 3, 2026 (176 d)
Samuel A. HinsonKeenan Financial independent RIAStrategic Advisers LLC national BDRIA to affiliated broker-dealer or bankAug 4, 2025Jan 15, 2026 (164 d)
Kevin SanchezKeenan Financial independent RIASachetta, LLC independent RIARIA to RIAJan 31, 2025Sep 17, 2025 (229 d)
Michael Joseph BiancoKeenan Financial independent RIACitizens Securities, Inc. BD affiliatedRIA to affiliated broker-dealer or bankDec 17, 2024Mar 25, 2025 (98 d)
Shane Patrick BrennanKeenan Financial independent RIASavant Wealth Management independent RIARIA to RIADec 5, 2024Mar 16, 2026 (466 d)
Nathaniel Dechant AdamsKeenan Financial independent RIAErnst & Young Investment Advisers Llp no RAUMOtherNov 4, 2024Jul 10, 2025 (248 d)
Declan QuinnKeenan Financial independent RIAStrategic Advisers LLC national BDRIA to affiliated broker-dealer or bankNov 4, 2024Jul 16, 2026 (619 d)
Tashawn Joshua ArabianKeenan Financial independent RIAEmpower Advisory Group, LLC BD affiliatedRIA to affiliated broker-dealer or bankJun 28, 2024Sep 4, 2025 (433 d)
Patrick C. ReckerKeenan Financial independent RIAStrategic Advisers LLC national BDRIA to affiliated broker-dealer or bankMay 24, 2024May 21, 2026 (727 d)
Maxwell Alexander MillerKeenan Financial independent RIAJohnson Brunetti independent RIARIA to RIASep 27, 2023Nov 2, 2023 (36 d)
Collin Francis MacraeKeenan Financial independent RIABallentine Partners independent RIARIA to RIAAug 7, 2023Aug 30, 2023
Donald D DaltonKeenan Financial independent RIAScf Investment Advisors, Inc. BD affiliatedRIA to affiliated broker-dealer or bankOct 11, 2022Jan 6, 2023 (87 d)
Andrew R MacdougallKeenan Financial independent RIALion Street Advisors, LLC BD affiliatedRIA to affiliated broker-dealer or bankJan 6, 2021Jan 12, 2021
Christopher Luke WeissKeenan Financial independent RIACitizens Securities, Inc. BD affiliatedRIA to affiliated broker-dealer or bankNov 18, 2019Feb 10, 2020 (84 d)
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24 moves match.