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 Devon Investment Advisory
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 |
|---|---|---|---|---|---|
| Traci Lynn Kaas | Devon Investment Advisory no RAUM | Shelter Wealth Strategies, LLC independent RIA | Other | Nov 2, 2025 | Oct 15, 2025 |
| Therese-Marie Casement | Devon Investment Advisory no RAUM | Shelter Wealth Strategies, LLC independent RIA | Other | Oct 3, 2025 | Jun 20, 2025 |
| Sidney Lorrainne Overby | Devon Investment Advisory no RAUM | Shelter Wealth Strategies, LLC independent RIA | Other | Oct 3, 2025 | Sep 30, 2025 |
| Susan Rebecca Bowersox | Devon Investment Advisory no RAUM | Wealthspire Retirement Advisory institutional | Other | Mar 12, 2021 | Nov 20, 2023 (983 d) |
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4 moves match.