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 Nectarine
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 |
|---|---|---|---|---|---|
| Cristina Perez | Nectarine no RAUM | Mindful Millions Management Pllc state registered | Other | Aug 3, 2026 | Mar 13, 2025 |
| Matthew Thomas Gray | Nectarine no RAUM | Coldstream Wealth Management independent RIA | Other | May 12, 2026 | Jun 1, 2026 |
| Kimberly Ann Houston | Nectarine no RAUM | Innermost Wealth Management, LLC state registered | Other | May 8, 2025 | Jul 9, 2025 (62 d) |
| Ryan Joseph Langan | Nectarine no RAUM | Smartpath Advisors no RAUM | Other | Apr 14, 2025 | Apr 5, 2024 |
| David Robert Seufer | Nectarine no RAUM | Triad Wealth Partners, LLC independent RIA | Other | Nov 22, 2024 | Nov 21, 2024 |
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5 moves match.