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 Emerald Advisors, 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 |
|---|---|---|---|---|---|
| Megan Cable Hannah | Emerald Advisors, LLC independent RIA | Coldstream Wealth Management independent RIA | RIA to RIA | Jul 30, 2026 | Aug 25, 2026 |
| David Bruce Limoges | Emerald Advisors, LLC independent RIA | Fulcrum Capital, LLC independent RIA | RIA to RIA | Jan 30, 2025 | Jul 15, 2025 (166 d) |
| Brian Raymond Blakeman | Emerald Advisors, LLC independent RIA | Onward Financial Advising LLC state registered | RIA to a state-registered adviser | Oct 30, 2023 | Apr 30, 2024 (183 d) |
Page 1 of 1
3 moves match.