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 Aurora Wealth Advisors

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
Leah Crystal BurnettAurora Wealth Advisors independent RIAGladstone Wealth Partners independent RIARIA to RIAAug 11, 2026Oct 14, 2025
Michael Anthony DelgadoAurora Wealth Advisors independent RIAGladstone Wealth Partners independent RIARIA to RIAAug 11, 2026Oct 14, 2025
Cristina M. JimenezAurora Wealth Advisors independent RIAGladstone Wealth Partners independent RIARIA to RIANov 6, 2025Oct 14, 2025
Jessica Marie SimmonsAurora Wealth Advisors independent RIATcp Asset Management, LLC independent RIARIA to RIAFeb 28, 2024Jan 22, 2024
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4 moves match.