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 Bonfire Financial, 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
Cory Reid NeumillerBonfire Financial, LLC independent RIAFiduciary Capital Management LLC independent RIARIA to RIAMay 6, 2026Jun 1, 2026
Keaton H HamiltonBonfire Financial, LLC independent RIALotusgroup Advisors independent RIARIA to RIAOct 10, 2024Nov 12, 2024 (33 d)
Jacob PhelpsBonfire Financial, LLC independent RIAIllumination Wealth Management independent RIARIA to RIAJun 22, 2021Jun 11, 2021
Page 1 of 1
3 moves match.