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 Intelligence Driven Advisers, 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
Bonnie Jean MoseleyIntelligence Driven Advisers, LLC independent RIAMoffatt Financial Strategies independent RIARIA to RIANov 14, 2025Oct 17, 2025
Roderick Ryan HaysIntelligence Driven Advisers, LLC independent RIAAvail Investment Partners, LLC independent RIARIA to RIASep 19, 2024Nov 22, 2024 (64 d)
Frank GesualeIntelligence Driven Advisers, LLC independent RIANewedge Advisors BD affiliatedRIA to affiliated broker-dealer or bankSep 18, 2024Sep 18, 2024
James Anthony PupilloIntelligence Driven Advisers, LLC independent RIANewedge Advisors BD affiliatedRIA to affiliated broker-dealer or bankSep 18, 2024Sep 18, 2024
David BrasfieldIntelligence Driven Advisers, LLC independent RIALdintelligence LLC no RAUMOtherSep 18, 2024May 29, 2019
Darren Alan EvansIntelligence Driven Advisers, LLC independent RIALdintelligence LLC no RAUMOtherSep 18, 2024May 29, 2019
Larry Dean RogersIntelligence Driven Advisers, LLC independent RIANaviter Wealth, LLC independent RIARIA to RIAFeb 7, 2024May 21, 2026 (834 d)
Todd Edward WiersumIntelligence Driven Advisers, LLC independent RIAEncompass Financial Services state registeredRIA to a state-registered adviserSep 5, 2023Aug 1, 2024 (331 d)
Andrew Patrick GrantIntelligence Driven Advisers, LLC independent RIAKayne Anderson Rudnick Investment Management, LLC otherOtherMar 31, 2023Apr 20, 2023
Cari LeamyIntelligence Driven Advisers, LLC independent RIASummitry, LLC independent RIARIA to RIAAug 13, 2020Apr 13, 2022 (608 d)
Kimberly Marie SurberIntelligence Driven Advisers, LLC independent RIAJ. W. Cole Advisors, Inc. independent RIARIA to RIAAug 16, 2019Jul 12, 2021 (696 d)
Leslie Ann ValantIntelligence Driven Advisers, LLC independent RIAJ. W. Cole Advisors, Inc. BD affiliatedRIA to affiliated broker-dealer or bankJun 11, 2019Jun 14, 2019
Kent Allan ColwellIntelligence Driven Advisers, LLC independent RIATransamerica Retirement Advisors, LLC BD affiliatedRIA to affiliated broker-dealer or bankJun 5, 2019Jul 31, 2019 (56 d)
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13 moves match.