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 Divergent Wealth Advisors, 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 |
|---|---|---|---|---|---|
| John Stephen Pennington | Divergent Wealth Advisors, LLC independent RIA | Andina Advisors mixed wealth | RIA to RIA | Aug 9, 2023 | Aug 12, 2025 (734 d) |
| Hailey Megan Meihls | Divergent Wealth Advisors, LLC independent RIA | Fidelity Personal And Workplace Advisors BD affiliated | RIA to affiliated broker-dealer or bank | May 1, 2020 | May 28, 2020 |
| Joshua Aaron Scott | Divergent Wealth Advisors, LLC independent RIA | Capita Financial Network, LLC independent RIA | RIA to RIA | Aug 21, 2018 | Jun 28, 2018 |
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3 moves match.