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 Driven Investments 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 |
|---|---|---|---|---|---|
| Joshua Bonham | Driven Investments LLC independent RIA | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | RIA to wirehouse | Mar 17, 2026 | Jun 10, 2026 (85 d) |
| Jacob M Demharter | Driven Investments LLC independent RIA | Osaic Wealth, Inc. BD affiliated | RIA to affiliated broker-dealer or bank | Aug 28, 2025 | Oct 14, 2025 (47 d) |
| Nicholas Vance Bodily | Driven Investments LLC independent RIA | Amicus Financial Advisors, LLC independent RIA | RIA to RIA | Jul 22, 2024 | Aug 8, 2024 |
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3 moves match.