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 Blacktower Financial Management (US) 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
Christopher Anthony GriffinBlacktower Financial Management (US) LLC independent RIABeacon Global Advisor Network, LLC independent RIARIA to RIAJan 22, 2026Jan 22, 2026
John MorganBlacktower Financial Management (US) LLC independent RIABeacon Global Advisor Network, LLC independent RIARIA to RIADec 24, 2025Feb 23, 2026 (61 d)
Edward James KingBlacktower Financial Management (US) LLC independent RIABeacon Global Advisor Network, LLC independent RIARIA to RIANov 7, 2025Dec 15, 2025 (38 d)
Alex David Milligan CockerillBlacktower Financial Management (US) LLC independent RIABeacon Global Advisor Network, LLC independent RIARIA to RIAOct 9, 2025Oct 7, 2025
Dean ArdenBlacktower Financial Management (US) LLC independent RIABeacon Global Advisor Network, LLC independent RIARIA to RIAOct 9, 2025Feb 11, 2026 (125 d)
Christopher ThorntonBlacktower Financial Management (US) LLC independent RIABeacon Global Advisor Network, LLC independent RIARIA to RIAOct 7, 2025Oct 9, 2025
Calvin ThomasBlacktower Financial Management (US) LLC independent RIABeacon Global Advisor Network, LLC independent RIARIA to RIAJan 16, 2025Mar 3, 2026 (411 d)
Trevor HullBlacktower Financial Management (US) LLC independent RIABeacon Global Advisor Network, LLC independent RIARIA to RIAJan 15, 2025Mar 7, 2025 (51 d)
Richard S TeitelbaumBlacktower Financial Management (US) LLC independent RIAAmerity Wealth Management, LLC independent RIARIA to RIAOct 26, 2024Oct 10, 2024
Jason William HerschBlacktower Financial Management (US) LLC independent RIAAmerity Wealth Management, LLC independent RIARIA to RIAOct 26, 2024Oct 10, 2024
Claire TaylorBlacktower Financial Management (US) LLC independent RIAForth Capital (USA), LLC state registeredRIA to a state-registered adviserAug 29, 2024Oct 1, 2024 (33 d)
Timothy Alan KershawBlacktower Financial Management (US) LLC independent RIAAmerity Wealth Management, LLC independent RIARIA to RIAApr 14, 2023Aug 15, 2023 (123 d)
Benjamin Sean MckiernanBlacktower Financial Management (US) LLC independent RIACreative Planning independent RIARIA to RIAJul 25, 2022Jul 21, 2022
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13 moves match.