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 Inflection Advisors
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 |
|---|---|---|---|---|---|
| Charles L. Bennett | Inflection Advisors state registered | Planmember Securities Corporation independent RIA | Other | Feb 4, 2026 | May 18, 2026 (103 d) |
| Russell Warren Telfer | Inflection Advisors state registered | The Ameriflex Group independent RIA | Other | Apr 22, 2022 | May 26, 2022 (34 d) |
| Zachary R Fitzpatrick | Inflection Advisors state registered | Cadaret Grant & Co Inc BD affiliated | Other | Aug 27, 2021 | Apr 8, 2022 (224 d) |
Page 1 of 1
3 moves match.