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 Ewa, 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.

AdvisorFromToTypeLeftRegistered
Devin Sami FaddoulEwa, LLC independent RIAAtmos Advisory, LLC independent RIARIA to RIAOct 19, 2025Nov 11, 2025
Stephanie G BogdenEwa, LLC independent RIAConfluence Financial Partners independent RIARIA to RIAOct 22, 2024Nov 18, 2024
Jake Gilchrist MccrackenEwa, LLC independent RIARiver'S Edge independent RIARIA to RIAJul 15, 2021Jan 4, 2022 (173 d)
Trevor M YorkEwa, LLC independent RIARiver'S Edge no RAUMRIA to a newly registered adviserJul 15, 2021Apr 21, 2021
Quinn J. Paul MccrackenEwa, LLC independent RIARiver'S Edge no RAUMRIA to a newly registered adviserJun 4, 2021May 6, 2021
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5 moves match.