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 Ndvr

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
Jordan Meurrier PedronNdvr independent RIAClaro Advisors Inc. independent RIARIA to RIAMar 20, 2026Jan 2, 2026
Braden Farley OstenNdvr independent RIAClaro Advisors Inc. independent RIARIA to RIAMar 20, 2026Jan 7, 2026
Heath Edward HamptonNdvr independent RIAOrigin Investment Advisory LLC independent RIARIA to RIAOct 31, 2023Dec 12, 2025 (773 d)
Joshua Eric ColeNdvr independent RIAFisher Investments independent RIARIA to RIAOct 31, 2023Dec 12, 2023 (42 d)
Eric Preston ScruggsNdvr independent RIAHark Financial Planning state registeredRIA to a state-registered adviserMar 14, 2023Mar 30, 2023
Page 1 of 1
5 moves match.