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 Entrewealth

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
Zoe BenderEntrewealth independent RIASummit Financial, LLC BD affiliatedRIA to affiliated broker-dealer or bankJul 22, 2026Aug 21, 2026
Elliot JamesEntrewealth independent RIACerity Partners LLC independent RIARIA to RIAJun 12, 2026Jun 24, 2026
Macord Henri ForanEntrewealth independent RIACreative Planning independent RIARIA to RIAFeb 20, 2026May 12, 2026 (81 d)
Douglas William AumontEntrewealth independent RIACreativeone Wealth, LLC independent RIARIA to RIANov 24, 2025Jan 8, 2026 (45 d)
Matthew Kelly SandstromEntrewealth independent RIAPivotal Wealth And Tax state registeredRIA to a state-registered adviserJun 26, 2025Sep 19, 2025 (85 d)
Stephen MandracchiaEntrewealth independent RIATulip Financial Planning LLC state registeredRIA to a state-registered adviserApr 2, 2025May 13, 2025 (41 d)
Michael Allen HarrisEntrewealth independent RIAEmory Wealth LLC state registeredRIA to a state-registered adviserMar 7, 2025Feb 20, 2025
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7 moves match.