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 Domain Money 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Tyson Fuller | Domain Money Advisors, LLC no RAUM | Q3 Advisors, LLC no RAUM | Other | Apr 22, 2026 | Mar 23, 2026 |
| Kendall Meade | Domain Money Advisors, LLC no RAUM | Sofi Wealth LLC BD affiliated | Other | Mar 3, 2026 | Mar 30, 2026 |
| Whitney Anne Pappas | Domain Money Advisors, LLC no RAUM | Cornerstone Wealth independent RIA | Other | Feb 5, 2026 | Nov 16, 2025 |
| Kathryn D Song | Domain Money Advisors, LLC no RAUM | Katy Song Financial Planning, Inc. state registered | Other | Apr 17, 2025 | Jan 1, 2026 (259 d) |
| Brian Matthews | Domain Money Advisors, LLC no RAUM | Concourse Financial Group Advisors BD affiliated | Other | Jan 2, 2025 | Feb 20, 2025 (49 d) |
| Mitchell Alban Kotheimer | Domain Money Advisors, LLC no RAUM | Independence Wealth Advisors, LLC independent RIA | Other | Oct 30, 2024 | Nov 5, 2024 |
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6 moves match.