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 Benjamin F. Edwards Wealth Management, 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 |
|---|---|---|---|---|---|
| Blake Robert Dunlop | Benjamin F. Edwards Wealth Management, LLC independent RIA | Mariner BD affiliated | RIA to affiliated broker-dealer or bank | Apr 24, 2026 | Apr 16, 2026 |
| Connor P Dunlop | Benjamin F. Edwards Wealth Management, LLC independent RIA | Mariner BD affiliated | RIA to affiliated broker-dealer or bank | Apr 24, 2026 | Apr 17, 2026 |
| Ryan Bernard Stephen | Benjamin F. Edwards Wealth Management, LLC independent RIA | Rbs Wealth Management no RAUM | RIA to a newly registered adviser | Sep 10, 2025 | Aug 19, 2025 |
| Adam Wayne Minor | Benjamin F. Edwards Wealth Management, LLC independent RIA | Rbs Wealth Management no RAUM | RIA to a newly registered adviser | Sep 10, 2025 | Aug 19, 2025 |
| Kayla Mitchell | Benjamin F. Edwards Wealth Management, LLC independent RIA | Edward Jones national BD | RIA to affiliated broker-dealer or bank | Aug 22, 2024 | Nov 8, 2024 (78 d) |
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5 moves match.