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 Verum Partners 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 |
|---|---|---|---|---|---|
| Parker Mayo | Verum Partners LLC independent RIA | Quantitative Financial Strategies independent RIA | RIA to RIA | Mar 5, 2026 | Apr 17, 2026 (43 d) |
| Sarah Elizabeth Nestingen | Verum Partners LLC independent RIA | Coppell Advisory Solutions LLC independent RIA | RIA to RIA | Dec 3, 2024 | May 30, 2025 (178 d) |
| David Daniel Marmolejos | Verum Partners LLC independent RIA | Mariner BD affiliated | RIA to affiliated broker-dealer or bank | Nov 15, 2022 | Jan 19, 2023 (65 d) |
| Lauren Allison Martinez | Verum Partners LLC independent RIA | Choreo, LLC independent RIA | RIA to RIA | Feb 28, 2022 | May 26, 2022 (87 d) |
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4 moves match.