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 Retirable

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
Adrian RodriguezRetirable independent RIATraphagen Financial Group independent RIARIA to RIANov 20, 2025Jul 31, 2023
Mckayla Lea JohnsonRetirable independent RIAWealthspire Advisors independent RIARIA to RIAAug 26, 2024Sep 16, 2024
Samantha Craig VientRetirable independent RIAEllevest independent RIARIA to RIAJun 1, 2022May 20, 2022
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3 moves match.