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 Impact Investors

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
Catherine Lorraine WoodmanImpact Investors independent RIAHolon Wealth Management no RAUMRIA to a newly registered adviserJul 27, 2026Aug 22, 2025
Ian Bernard McleodImpact Investors independent RIASustainable Advisors Alliance LLC independent RIARIA to RIAJun 17, 2026Jun 7, 2026
Christopher Silviano AlvarezImpact Investors independent RIABrookstone Capital Management LLC independent RIARIA to RIAMar 11, 2025Mar 14, 2025
Bradley GilbertImpact Investors independent RIACresta Advisors independent RIARIA to RIAJan 6, 2021May 30, 2023 (874 d)
Renee Dubois MorganImpact Investors independent RIAAdasina Social Capital independent RIARIA to RIAJan 13, 2020May 13, 2020 (121 d)
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5 moves match.