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 Ibn Financial Services, Inc
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 |
|---|---|---|---|---|---|
| Kyle Thomas Kadish | Ibn Financial Services, Inc independent RIA | Revere Wealth Management LLC independent RIA | RIA to RIA | Jan 21, 2026 | Mar 4, 2026 (42 d) |
| Mark Jonathan Mahshie | Ibn Financial Services, Inc independent RIA | Mpm Advisors Group LLC no RAUM | RIA to a newly registered adviser | Dec 19, 2025 | Oct 21, 2025 |
| John Dallas Mahshie | Ibn Financial Services, Inc independent RIA | Mpm Advisors Group LLC no RAUM | RIA to a newly registered adviser | Dec 19, 2025 | Oct 21, 2025 |
| Anthony J Bates | Ibn Financial Services, Inc independent RIA | Cambridge Investment Research Advisors, Inc. BD affiliated | RIA to affiliated broker-dealer or bank | Jun 26, 2025 | Jul 30, 2025 (34 d) |
| Scott Allen Curtis | Ibn Financial Services, Inc independent RIA | Cambridge Investment Research Advisors, Inc. BD affiliated | RIA to affiliated broker-dealer or bank | Jun 26, 2025 | Jun 5, 2025 |
| Steven George Yazell | Ibn Financial Services, Inc independent RIA | Cambridge Investment Research Advisors, Inc. BD affiliated | RIA to affiliated broker-dealer or bank | Jun 24, 2025 | May 5, 2025 |
| Loren Walter Wood | Ibn Financial Services, Inc independent RIA | Vanderbilt Advisory Services BD affiliated | RIA to affiliated broker-dealer or bank | Jun 20, 2025 | Jun 13, 2025 |
| Mark B Levitch | Ibn Financial Services, Inc independent RIA | Cambridge Investment Research Advisors, Inc. BD affiliated | RIA to affiliated broker-dealer or bank | Jun 20, 2025 | Jun 16, 2025 |
| Dennis Alan Belardinelli | Ibn Financial Services, Inc independent RIA | Cambridge Investment Research Advisors, Inc. BD affiliated | RIA to affiliated broker-dealer or bank | Jun 4, 2025 | May 6, 2025 |
| Howard Martin Modell | Ibn Financial Services, Inc independent RIA | Cambridge Investment Research Advisors, Inc. BD affiliated | RIA to affiliated broker-dealer or bank | Jun 4, 2025 | May 9, 2025 |
| Todd Howard Glenn | Ibn Financial Services, Inc independent RIA | Cambridge Investment Research Advisors, Inc. BD affiliated | RIA to affiliated broker-dealer or bank | Jun 4, 2025 | May 7, 2025 |
| Samuel Scott Bianchi | Ibn Financial Services, Inc independent RIA | Cambridge Investment Research Advisors, Inc. BD affiliated | RIA to affiliated broker-dealer or bank | May 30, 2025 | May 1, 2025 |
| Chad Erwin Colbert | Ibn Financial Services, Inc independent RIA | Cambridge Investment Research Advisors, Inc. BD affiliated | RIA to affiliated broker-dealer or bank | May 30, 2025 | May 5, 2025 |
| Patrick Joseph Delaney | Ibn Financial Services, Inc independent RIA | Cambridge Investment Research Advisors, Inc. BD affiliated | RIA to affiliated broker-dealer or bank | May 30, 2025 | May 2, 2025 |
| Robert Mathew Moskwa | Ibn Financial Services, Inc independent RIA | Cambridge Investment Research Advisors, Inc. BD affiliated | RIA to affiliated broker-dealer or bank | May 30, 2025 | May 2, 2025 |
| Jeffrey Mark Dunseath | Ibn Financial Services, Inc independent RIA | Cambridge Investment Research Advisors, Inc. BD affiliated | RIA to affiliated broker-dealer or bank | May 30, 2025 | May 1, 2025 |
| Nancy Jean Libardoni | Ibn Financial Services, Inc independent RIA | LPL Enterprise, LLC no RAUM | RIA to a newly registered adviser | Jan 23, 2025 | Feb 27, 2025 (35 d) |
| Peter Scida | Ibn Financial Services, Inc independent RIA | Ibn Advisory Services, Inc. independent RIA | RIA to RIA | Feb 6, 2023 | Apr 13, 2021 |
| Timothy Daniel Nihill | Ibn Financial Services, Inc independent RIA | Ibn Advisory Services, Inc. independent RIA | RIA to RIA | Dec 31, 2019 | Dec 13, 2022 (1078 d) |
| Joseph Taylor O'Haver | Ibn Financial Services, Inc independent RIA | O'Haver Wealth Management, LLC state registered | RIA to a state-registered adviser | Jul 24, 2018 | Apr 23, 2019 (273 d) |
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20 moves match.