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 Capita Financial Network, 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Brock J. Andersen | Capita Financial Network, LLC independent RIA | Rfg Advisory, LLC independent RIA | RIA to RIA | Jun 3, 2026 | Jun 2, 2026 |
| Matt Johns | Capita Financial Network, LLC independent RIA | Black Bridge Advisors, LLC state registered | RIA to a state-registered adviser | Nov 3, 2022 | May 24, 2024 (568 d) |
| Michael Mccabe | Capita Financial Network, LLC independent RIA | Fox & Company Wealth Management unclassified | Other | Aug 29, 2022 | Sep 22, 2022 |
| Lucas Linden Allen | Capita Financial Network, LLC independent RIA | Landmark Wealth Advisors, LLC independent RIA | RIA to RIA | Jun 3, 2022 | Jun 15, 2022 |
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4 moves match.