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 Cfo4life
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 |
|---|---|---|---|---|---|
| Victoria Areingdale | Cfo4life independent RIA | Wealth Enhancement Advisory Services, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jun 8, 2026 | Jun 9, 2026 |
| Jesse Henley | Cfo4life independent RIA | Fisher\Smb institutional | Other | Feb 13, 2026 | Jun 29, 2026 (136 d) |
| Tiffani Denise Boskovich | Cfo4life independent RIA | Beacon Pointe Advisors, LLC independent RIA | RIA to RIA | Jan 12, 2026 | Mar 5, 2026 (52 d) |
| Erika Jordan Howell | Cfo4life independent RIA | Moss, Luse & Womble, LLC independent RIA | RIA to RIA | Oct 2, 2025 | Aug 20, 2026 (322 d) |
| Collins Garrett Knight | Cfo4life independent RIA | Panteles Advisors independent RIA | RIA to RIA | Oct 1, 2025 | Oct 22, 2025 |
| Michelle Nelson Hahn | Cfo4life independent RIA | Schwab Wealth Advisory, Inc. no RAUM | Other | Sep 19, 2025 | Oct 30, 2025 (41 d) |
| Grantham Akerly | Cfo4life independent RIA | Allworth Financial, L.P. BD affiliated | RIA to affiliated broker-dealer or bank | Sep 11, 2025 | Sep 26, 2025 |
| Jun Bo Shim | Cfo4life independent RIA | Modera Wealth Management, LLC independent RIA | RIA to RIA | Aug 28, 2023 | Feb 14, 2024 (170 d) |
| Coltin Edward Davis | Cfo4life independent RIA | Soltis Investment Advisors, LLC independent RIA | RIA to RIA | Jan 5, 2023 | Apr 18, 2023 (103 d) |
| Melissa Ann Brennan | Cfo4life independent RIA | Symphony Financial, Ltd. Co. independent RIA | RIA to RIA | Jan 21, 2020 | Jan 22, 2020 |
| Laura Dianne Cordell | Cfo4life independent RIA | Womack Financial LLC independent RIA | RIA to RIA | Sep 5, 2019 | Sep 16, 2019 |
| Austin Chase Reid | Cfo4life other | Mindful Financial LLC unclassified | Other | Jun 13, 2017 | Sep 1, 2021 (1541 d) |
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12 moves match.