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 Brian Low Financial Group, 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 |
|---|---|---|---|---|---|
| Deborah Claire Anselmo | Brian Low Financial Group, LLC independent RIA | Ip Financial Advisory Services LLC independent RIA | RIA to RIA | Feb 24, 2026 | May 26, 2026 (91 d) |
| Kevin Paul Vidrine | Brian Low Financial Group, LLC independent RIA | Hightower Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Apr 26, 2023 | May 19, 2023 |
| Griffon Steele Lestage | Brian Low Financial Group, LLC independent RIA | Wells Fargo Advisors wirehouse | RIA to wirehouse | Aug 25, 2022 | Aug 17, 2022 |
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3 moves match.