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 Fidelis Wealth 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 |
|---|---|---|---|---|---|
| Lorie Chantelle Jones | Fidelis Wealth Advisors independent RIA | Tandem Financial, LLC independent RIA | RIA to RIA | Sep 19, 2025 | Jul 8, 2026 (292 d) |
| Jeffrey Boyd Bullock | Fidelis Wealth Advisors independent RIA | Cedarwood Wealth no RAUM | RIA to a newly registered adviser | May 7, 2025 | Mar 13, 2025 |
| Robbyn Michael Richardson | Fidelis Wealth Advisors independent RIA | Sgl Investment Advisors, Inc. independent RIA | RIA to RIA | Jun 12, 2019 | Jun 19, 2019 |
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3 moves match.