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 Madison Partners

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
Benjamin L'EmpereurMadison Partners independent RIAEllenbecker Investment Group independent RIARIA to RIAJul 23, 2026Jul 29, 2026
John ClearyMadison Partners independent RIAUsaa Investment Services Company no RAUMOtherJun 9, 2026Aug 11, 2026 (63 d)
Nikita A. KibardinMadison Partners independent RIAEllenbecker Investment Group independent RIARIA to RIAMar 20, 2026Apr 1, 2026
Nicholas Richard SimonsonMadison Partners independent RIACwm, LLC BD affiliatedRIA to affiliated broker-dealer or bankJun 20, 2025Jun 30, 2025
David Christopher MasiasMadison Partners independent RIAAdvice And Planning Services BD affiliatedRIA to affiliated broker-dealer or bankJan 12, 2024May 13, 2024 (122 d)
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5 moves match.