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 Fruitful
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 |
|---|---|---|---|---|---|
| Aashka Desai Singh | Fruitful independent RIA | Summit Financial, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Nov 3, 2025 | Feb 12, 2026 (101 d) |
| Mckenna Leigh Wieser | Fruitful independent RIA | Mercer Global Advisors Inc. independent RIA | RIA to RIA | Apr 23, 2025 | Apr 17, 2025 |
| Emiliano Rios Caban | Fruitful independent RIA | Mercury Advisory, LLC other | Other | Oct 11, 2024 | Jun 7, 2024 |
| Hayden Emily Yogman | Fruitful no RAUM | Edward Jones national BD | Other | Apr 5, 2023 | Mar 13, 2023 |
| Tracey J Breaux | Fruitful no RAUM | Ernst & Young Investment Advisers Llp no RAUM | Other | Sep 20, 2022 | Sep 22, 2022 |
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5 moves match.