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 Sovran Advisors, LLC

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
Kenza Ravi MckerrihanSovran Advisors, LLC independent RIAD. M. Brenner, Inc. independent RIARIA to RIASep 19, 2025Oct 16, 2025
David Michael WardSovran Advisors, LLC independent RIABrookside Strategy And Consulting independent RIARIA to RIAOct 16, 2024Nov 16, 2025 (396 d)
Erica Lihong PuSovran Advisors, LLC independent RIAMML Investors Services, LLC BD affiliatedRIA to affiliated broker-dealer or bankApr 30, 2024May 30, 2024
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3 moves match.