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 Mio Partners, 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 |
|---|---|---|---|---|---|
| Nicholas R Hernandez | Morgan Stanley wirehouse | Mio Partners, Inc. asset manager | Other | Mar 24, 2026 | May 18, 2026 (55 d) |
| Brian Shane Allen | Cannon Financial Strategists, Inc. independent RIA | Mio Partners, Inc. asset manager | Other | Sep 23, 2025 | Jul 24, 2025 |
| Brevin W White | Bip Wealth, LLC independent RIA | Mio Partners, Inc. asset manager | Other | Aug 20, 2024 | Jan 8, 2025 (141 d) |
| Mojoyeoluwa Oni | J.P. Morgan Securities LLC wirehouse | Mio Partners, Inc. asset manager | Other | May 7, 2024 | Aug 29, 2024 (114 d) |
| Minho Cho | Goldman Sachs Wealth Services, L.P. BD affiliated | Mio Partners, Inc. asset manager | Other | Nov 11, 2021 | Aug 1, 2023 (628 d) |
| Darren Jack Godsell | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Mio Partners, Inc. asset manager | Other | Nov 18, 2019 | Jul 11, 2023 (1331 d) |
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6 moves match.