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 Evoke 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.

AdvisorFromToTypeLeftRegistered
David Chih HouEvoke Advisors independent RIAInbalance Advisors, LLC no RAUMOtherSep 4, 2026Jun 10, 2022
Mark Elliott SearEvoke Advisors independent RIAInbalance Advisors, LLC independent RIARIA to RIASep 4, 2026Jun 16, 2023
Melanie C JonesEvoke Advisors independent RIAInbalance Advisors, LLC independent RIARIA to RIASep 4, 2026Jun 16, 2023
Armen George KeheyanEvoke Advisors independent RIAMai Capital Management, LLC independent RIARIA to RIAMay 5, 2026Feb 17, 2026
Nicholas AndrianEvoke Advisors independent RIAMai Capital Management, LLC independent RIARIA to RIAApr 21, 2026Feb 17, 2026
Mark Steven OstroffEvoke Advisors independent RIAMai Capital Management, LLC independent RIARIA to RIAMar 31, 2026Nov 12, 2025
Christopher L. FetesEvoke Advisors mixed wealthMai Capital Management, LLC independent RIARIA to RIAFeb 24, 2026Nov 12, 2025
Daniel B. HaberEvoke Advisors mixed wealthJ.P. Morgan Securities LLC wirehouseRIA to wirehouseAug 14, 2025Aug 8, 2025
Alexandra Morgan OngEvoke Advisors mixed wealthMonograph Wealth Advisors, LLC independent RIARIA to RIAMay 27, 2025Jul 1, 2025 (35 d)
Ashish Jitendra ShahEvoke Advisors independent RIASyon Capital LLC independent RIARIA to RIAApr 22, 2024Apr 22, 2024
Violeta I MollovaEvoke Advisors independent RIAUBS Financial Services Inc. wirehouseRIA to wirehouseJan 24, 2024Jan 5, 2024
Stefano D'AmatoEvoke Advisors independent RIAJ.P. Morgan Securities LLC wirehouseRIA to wirehouseJan 19, 2023Feb 24, 2023 (36 d)
Brendan James CorcoranEvoke Advisors independent RIAValence8 asset managerOtherMay 23, 2022Jun 21, 2022
William James MartinetEvoke Advisors independent RIACresset Asset Management, LLC independent RIARIA to RIAMar 25, 2022Mar 24, 2022
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14 moves match.