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 Americana 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.

AdvisorFromToTypeLeftRegistered
Allen SabanovicAmericana Partners, LLC independent RIAMorgan Stanley wirehouseRIA to wirehouseMay 11, 2026May 26, 2026
Shannon Kathleen MclaughlinAmericana Partners, LLC independent RIAAshton Thomas Private Wealth independent RIARIA to RIAJul 15, 2025Sep 3, 2025 (50 d)
David Samuel WarhoftigAmericana Partners, LLC independent RIAHightower Advisors, LLC BD affiliatedRIA to affiliated broker-dealer or bankApr 17, 2025Nov 13, 2025 (210 d)
Madison Day BroylesAmericana Partners, LLC independent RIAAstra Wealth Management Group independent RIARIA to RIADec 13, 2023Jan 24, 2024 (42 d)
Tomiko Reyelle ArthurAmericana Partners, LLC independent RIASovereign Wealth Advisors LLC independent RIARIA to RIASep 13, 2022Nov 20, 2023 (433 d)
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5 moves match.