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 Digital Ascension Group - Wealth

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
Ashley Nicole PapaDigital Ascension Group - Wealth otherBlack Swift Group, LLC independent RIAOtherJul 10, 2026Sep 16, 2026 (68 d)
Samim Oliveira SyedDigital Ascension Group - Wealth otherHornor, Townsend & Kent, LLC independent RIAOtherJun 5, 2026Jun 26, 2026
Eric Paul ButlerDigital Ascension Group - Wealth no RAUMTactive Advisors, LLC mixed wealthOtherAug 19, 2024Apr 17, 2024
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3 moves match.