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 Apforia
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 |
|---|---|---|---|---|---|
| Kathleen Colburn Cote | Apforia independent RIA | Red Clover Wealth Management, LLC state registered | RIA to a state-registered adviser | Jul 7, 2025 | Jul 7, 2025 |
| Omen Quelvog | Apforia independent RIA | Formynder Wealth Management, LLC state registered | RIA to a state-registered adviser | Mar 21, 2025 | May 14, 2025 (54 d) |
| Rebecca Anne Noss | Apforia independent RIA | Healthy Wealth state registered | RIA to a state-registered adviser | Jan 30, 2024 | May 17, 2024 (108 d) |
Page 1 of 1
3 moves match.