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 Evernest Financial 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Frank Joseph Esposito | Evernest Financial Advisors independent RIA | Focus Partners Wealth, LLC independent RIA | RIA to RIA | Aug 19, 2026 | Jul 2, 2026 |
| Joshua Eugene Johnson | Evernest Financial Advisors independent RIA | Focus Partners Wealth, LLC independent RIA | RIA to RIA | Aug 19, 2026 | Jul 1, 2026 |
| Kevin William Stillman | Evernest Financial Advisors independent RIA | Focus Partners Wealth, LLC independent RIA | RIA to RIA | Aug 19, 2026 | Jul 2, 2026 |
| Niki Fowler Woodworth | Evernest Financial Advisors independent RIA | Focus Partners Wealth, LLC independent RIA | RIA to RIA | Aug 19, 2026 | Jul 1, 2026 |
| Dylan Fisher | Evernest Financial Advisors independent RIA | Focus Partners Wealth, LLC independent RIA | RIA to RIA | Aug 19, 2026 | Jul 1, 2026 |
| Elizabeth Anne Reed | Evernest Financial Advisors independent RIA | Focus Partners Wealth, LLC independent RIA | RIA to RIA | Aug 19, 2026 | Jul 2, 2026 |
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6 moves match.