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 Global Investment Advisory
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 |
|---|---|---|---|---|---|
| Melissa Kristine Perez-Leblanc | Global Investment Advisory independent RIA | Anchor & Oak Wealth Advisors, LLC no RAUM | RIA to a newly registered adviser | Aug 10, 2026 | Jun 29, 2026 |
| Mark Paul Collinsworth | Global Investment Advisory independent RIA | Anchor & Oak Wealth Advisors, LLC no RAUM | RIA to a newly registered adviser | Aug 10, 2026 | Jun 26, 2026 |
| Joshua James Joiner | Global Investment Advisory independent RIA | Anchor & Oak Wealth Advisors, LLC no RAUM | RIA to a newly registered adviser | Aug 10, 2026 | Jun 25, 2026 |
| Hunter Wilhelm Frey | Global Investment Advisory independent RIA | Cape Investment Advisory, Inc. independent RIA | RIA to RIA | Feb 3, 2026 | Jun 17, 2024 |
| Michael Benjamin Liebson | Global Investment Advisory independent RIA | Osaic Institutions, Inc. BD affiliated | RIA to affiliated broker-dealer or bank | Sep 15, 2025 | Aug 21, 2025 |
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5 moves match.