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 Excel 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 |
|---|---|---|---|---|---|
| Jesse Robert Navarrete | Excel Wealth Management, LLC other | Zero Day Capital Enterprises LLC independent RIA | Other | Oct 14, 2025 | Jul 1, 2025 |
| Robert Hollands Darrow | Excel Wealth Management, LLC other | Strive Retirement Group no RAUM | Other | Mar 24, 2025 | Jan 17, 2025 |
| Mark Bentley | Excel Wealth Management, LLC other | Strive Retirement Group no RAUM | Other | Mar 24, 2025 | Jun 20, 2025 (88 d) |
| Christopher Michael Davey | Excel Wealth Management, LLC institutional | Hornor, Townsend & Kent, LLC BD affiliated | Other | Jul 11, 2023 | Jan 30, 2024 (203 d) |
| Juan Alejandro Ramos | Excel Wealth Management, LLC institutional | Key Investment Services LLC BD affiliated | Other | Jul 27, 2022 | Apr 4, 2024 (617 d) |
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5 moves match.