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 Emissary Wealth
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 |
|---|---|---|---|---|---|
| Andrew Scott Combs | Emissary Wealth independent RIA | Neuberger Berman Bd LLC no RAUM | Other | Jul 14, 2025 | Sep 15, 2026 (428 d) |
| Daniel Robert O'Halloran | Emissary Wealth independent RIA | The Genwealth Group, Inc. independent RIA | RIA to RIA | Aug 21, 2023 | Nov 28, 2023 (99 d) |
| Eric Vincent Young | Emissary Wealth independent RIA | Hightower Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Mar 14, 2022 | Mar 18, 2022 |
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3 moves match.