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 Brooklyn Fi, 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
James William Thomas McdougalBrooklyn Fi, LLC independent RIAHifi Planning state registeredRIA to a state-registered adviserApr 21, 2026Jun 16, 2026 (56 d)
Brett Peter WysopalBrooklyn Fi, LLC independent RIASecfi Advisory Limited asset managerOtherJul 20, 2023Aug 4, 2023
Mark Allen StancatoBrooklyn Fi, LLC independent RIARange Advisory, LLC no RAUMOtherMay 25, 2023Jun 14, 2023
Jason James HoffmanBrooklyn Fi, LLC independent RIALgbtq Wealth Planning LLC state registeredRIA to a state-registered adviserJan 18, 2023Dec 4, 2025 (1051 d)
Katelyn Elizabeth MurrayBrooklyn Fi, LLC independent RIARaymond James Financial Services Advisors, Inc BD affiliatedRIA to affiliated broker-dealer or bankNov 18, 2022Feb 28, 2023 (102 d)
Hannah Marie LockardBrooklyn Fi, LLC independent RIARoot Financial Partners independent RIARIA to RIANov 18, 2022Sep 12, 2025 (1029 d)
Ryan Laurence FurlongBrooklyn Fi, LLC independent RIAFacet independent RIARIA to RIASep 12, 2022Oct 6, 2022
Amanda Mishaela AlbrightBrooklyn Fi, LLC independent RIALodestar Private Asset Management LLC independent RIARIA to RIAApr 14, 2022Mar 24, 2025 (1075 d)
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8 moves match.