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 Odyssey Personal Financial 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 |
|---|---|---|---|---|---|
| Robert Francis Fezza | Odyssey Personal Financial Advisors, LLC independent RIA | Forum Financial Management, LP independent RIA | RIA to RIA | Dec 31, 2025 | Nov 14, 2025 |
| Stephen Andrew Siders | Odyssey Personal Financial Advisors, LLC independent RIA | Forum Financial Management, LP independent RIA | RIA to RIA | Dec 31, 2025 | Dec 15, 2025 |
| Anne Kathleen Simpson | Odyssey Personal Financial Advisors, LLC independent RIA | Kenwyck Capital state registered | RIA to a state-registered adviser | Aug 6, 2024 | Oct 25, 2024 (80 d) |
| Roman Shlyakhetko | Odyssey Personal Financial Advisors, LLC independent RIA | Financial Navigators Inc. independent RIA | RIA to RIA | Aug 23, 2023 | Sep 7, 2023 |
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4 moves match.