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 Index Fund Advisors, 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.

AdvisorFromToTypeLeftRegistered
Sunni Danae AllenApriem Advisors independent RIAIndex Fund Advisors, Inc. independent RIARIA to RIAAug 1, 2024Sep 25, 2024 (55 d)
David Christopher YorkCain, Watters & Associates, LLC independent RIAIndex Fund Advisors, Inc. independent RIARIA to RIAMay 21, 2024Jul 22, 2025 (427 d)
Kerrie A Doughty-LloydPrudent Investors independent RIAIndex Fund Advisors, Inc. independent RIARIA to RIAApr 12, 2023Apr 13, 2023
Timmy Lee BakerTimonier independent RIAIndex Fund Advisors, Inc. independent RIARIA to RIAMar 2, 2023Mar 6, 2024 (370 d)
Bridget Aline QuijadaCetera Advisors LLC BD affiliatedIndex Fund Advisors, Inc. independent RIAAffiliated broker-dealer or bank to independent RIAJun 7, 2018Oct 9, 2018 (124 d)
Sean Robert DignanAcorns otherIndex Fund Advisors, Inc. independent RIAOtherSep 5, 2017Jul 18, 2019 (681 d)
Derick Lee KannUsaa Financial Planning Services no RAUMIndex Fund Advisors, Inc. otherOtherFeb 19, 2016Feb 18, 2016
Daniel ChongNational Planning Corporation ("Npc Of America" In Fl & Ny) otherIndex Fund Advisors, Inc. otherOtherDec 31, 2015Jan 28, 2016
Neal Patrick RutterDuttenhofer Advisory Group unclassifiedIndex Fund Advisors, Inc. otherOtherOct 22, 2015Oct 29, 2015
Wesley Robert LongWedbush Securities Inc. otherIndex Fund Advisors, Inc. otherOtherMar 17, 2015Aug 17, 2016 (519 d)
David Bruce RichardsCambridge Investment Research Advisors, Inc. otherIndex Fund Advisors, Inc. otherOtherOct 14, 2014Sep 15, 2014
Shareen Marie BalkeyManulife Investment Management (US) LLC otherIndex Fund Advisors, Inc. otherOtherJan 4, 2013Mar 27, 2017 (1543 d)
Venkat YarlagaddaAakash Advisors, LLC unclassifiedIndex Fund Advisors, Inc. otherOtherMay 8, 2008Mar 17, 2008
Brenton Lloyd DevoreCheck Capital Management Inc otherIndex Fund Advisors, Inc. otherOtherJan 3, 2008Jan 7, 2008
Theodore James FischerChurchill Management Group otherIndex Fund Advisors, Inc. otherOtherJun 5, 2007Jun 7, 2007
Becky Rees VasquezChurchill Management Group otherIndex Fund Advisors, Inc. otherOtherOct 26, 2006Nov 13, 2006
Michael Carl WellsChase Investment Services Corp. otherIndex Fund Advisors, Inc. otherOtherJan 19, 2006Jan 2, 2015 (3270 d)
Denise Georgia DelaneyEngemann Asset Management unclassifiedIndex Fund Advisors, Inc. otherOtherDec 1, 2005Aug 7, 2007 (614 d)
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18 moves match.