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 Family Financial
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 |
|---|---|---|---|---|---|
| William Ehrbar | Family Financial independent RIA | Ernst & Young Investment Advisers Llp no RAUM | Other | Apr 24, 2025 | Jun 6, 2025 (43 d) |
| Nicholas Connor Prigitano | Family Financial independent RIA | F5 Financial Planning, L.L.C. independent RIA | RIA to RIA | Oct 24, 2024 | Dec 16, 2024 (53 d) |
| Joshua Darrin Mudse | Family Financial independent RIA | Oneascent Financial Services LLC independent RIA | RIA to RIA | Sep 27, 2024 | Oct 23, 2024 |
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3 moves match.