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 Tfb 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 |
|---|---|---|---|---|---|
| Paul Joshua Selzer | Tfb Advisors, LLC independent RIA | Wealth Enhancement Advisory Services, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Mar 25, 2026 | Mar 2, 2026 |
| Daniel Gerard Dolan | Tfb Advisors, LLC independent RIA | Wealth Enhancement Advisory Services, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Mar 25, 2026 | Mar 2, 2026 |
| Timothy Gaigals | Tfb Advisors, LLC independent RIA | Wealth Enhancement Advisory Services, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Mar 25, 2026 | Mar 2, 2026 |
| Andrew Mackay Metzler | Tfb Advisors, LLC independent RIA | Wealth Enhancement Advisory Services, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Mar 25, 2026 | Mar 2, 2026 |
| Nicolas Michael Anthony Boyd | Tfb Advisors, LLC independent RIA | Wealth Enhancement Advisory Services, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Mar 25, 2026 | Mar 2, 2026 |
| Connor O'Keefe | Tfb Advisors, LLC independent RIA | Wealth Enhancement Advisory Services, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Mar 25, 2026 | Mar 2, 2026 |
| Adam D Bettis | Tfb Advisors, LLC independent RIA | Alera Investment Advisors, LLC mixed wealth | RIA to RIA | Jul 9, 2025 | Jun 25, 2025 |
| Brooks Christopher Elder | Tfb Advisors, LLC independent RIA | Fas Wealth Partners, Inc. independent RIA | RIA to RIA | Mar 8, 2024 | Aug 16, 2023 |
| Jonathan Richmond | Tfb Advisors, LLC independent RIA | Provise Management Group, LLC independent RIA | RIA to RIA | Mar 1, 2024 | Mar 7, 2024 |
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9 moves match.