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
Arrivals at Deerfield
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 |
|---|---|---|---|---|---|
| Kent Alexander Delph | Facet independent RIA | Deerfield independent RIA | RIA to RIA | Jul 6, 2026 | Jul 17, 2026 |
| Nathan Carter Melchi | LPL Enterprise, LLC BD affiliated | Deerfield independent RIA | Affiliated broker-dealer or bank to independent RIA | Oct 16, 2025 | Mar 3, 2026 (138 d) |
| Bryan Robert Byrer | Wealthpoint Advisors LLC independent RIA | Deerfield independent RIA | RIA to RIA | Aug 21, 2024 | Sep 16, 2024 |
| Hope Olivia Fry | Raymond James & Associates, Inc. national BD | Deerfield independent RIA | Affiliated broker-dealer or bank to independent RIA | Jun 21, 2023 | Sep 16, 2024 (453 d) |
| Matthew Lewis Roop | Catalyst Financial Consulting, LLC unclassified | Deerfield other | Other | Jun 26, 2015 | Jul 1, 2015 |
| Marcus Franklin Miller | Edward Jones national BD | Deerfield other | Other | May 12, 2010 | Apr 27, 2012 (716 d) |
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6 moves match.