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 X Advisors, 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
Clark Douglas StevensX Advisors, LLC independent RIALPL Financial LLC BD affiliatedRIA to affiliated broker-dealer or bankOct 16, 2025Oct 15, 2025
Matthew David MarchandX Advisors, LLC independent RIAPacific Point Wealth Management no RAUMRIA to a newly registered adviserOct 6, 2025Oct 13, 2025
Ben Thomas MccollumX Advisors, LLC independent RIAIndependent Financial Group, LLC BD affiliatedRIA to affiliated broker-dealer or bankAug 27, 2025Sep 22, 2023
Ryan Steven GorskiX Advisors, LLC independent RIAPacific Point Wealth Management no RAUMRIA to a newly registered adviserAug 18, 2025Oct 3, 2025 (46 d)
Loren James GrabauX Advisors, LLC independent RIAFinancial Gravity Family Office Services, LLC independent RIARIA to RIAAug 18, 2025Aug 7, 2025
Nancy Yen ChangX Advisors, LLC independent RIAIndependent Financial Group, LLC BD affiliatedRIA to affiliated broker-dealer or bankSep 19, 2024Sep 27, 2021
James CurranX Advisors, LLC independent RIAOneseven independent RIARIA to RIAMay 17, 2024May 17, 2024
Trevor S CraneX Advisors, LLC independent RIAAdvice And Planning Services BD affiliatedRIA to affiliated broker-dealer or bankJan 13, 2023Mar 24, 2023 (70 d)
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8 moves match.