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 Conquis Financial 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
Brieanna Rain FordConquis Financial LLC independent RIABakeravenue independent RIARIA to RIAApr 23, 2026Jun 4, 2026 (42 d)
Adam Bashir GovaniConquis Financial LLC independent RIAMercer Global Advisors Inc. independent RIARIA to RIAJan 21, 2025Jan 5, 2026 (349 d)
Joshua Ferber LevineConquis Financial LLC independent RIAFirefly Wealth Management state registeredRIA to a state-registered adviserMar 8, 2024Jun 28, 2024 (112 d)
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3 moves match.