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 Envoy Advisory Inc.

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
James Benson HanleyEnvoy Advisory Inc. independent RIAKisher Capital, LLC state registeredRIA to a state-registered adviserDec 18, 2025Jan 2, 2026
Eric Wimer SchlosserEnvoy Advisory Inc. independent RIAKisher Capital, LLC state registeredRIA to a state-registered adviserJun 18, 2025Jun 17, 2025
Galo BacaEnvoy Advisory Inc. independent RIAGoldstone Financial Group, LLC independent RIARIA to RIAFeb 6, 2025Feb 13, 2025
Taylor J KovarEnvoy Advisory Inc. independent RIA11 Financial independent RIARIA to RIAApr 18, 2024Jan 28, 2025 (285 d)
Joshua Deron VinsonEnvoy Advisory Inc. independent RIA11 Financial independent RIARIA to RIAApr 18, 2024Jan 28, 2025 (285 d)
Claudia ValladaresEnvoy Advisory Inc. independent RIA11 Financial independent RIARIA to RIAApr 18, 2024Jan 28, 2025 (285 d)
Allen KozelEnvoy Advisory Inc. independent RIACerity Partners LLC independent RIARIA to RIAMay 10, 2021May 12, 2021
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7 moves match.