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 Cahill Financial 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
Rebecca BotzetAvantax Planning Partners, Inc. BD affiliatedCahill Financial Advisors, Inc. independent RIAAffiliated broker-dealer or bank to independent RIAAug 21, 2025Aug 18, 2025
Bradley Jay BarinskyOnedigital institutionalCahill Financial Advisors, Inc. independent RIAOtherFeb 17, 2025Dec 19, 2024
Matthew WrightLogan Park Wealth Management independent RIACahill Financial Advisors, Inc. independent RIARIA to RIAJan 9, 2025Oct 1, 2025 (265 d)
Derek Sean KetchoJnba Financial Advisors, LLC independent RIACahill Financial Advisors, Inc. independent RIARIA to RIASep 26, 2022Oct 24, 2022
Benjamin Robert SetterlundCri Securities, LLC BD affiliatedCahill Financial Advisors, Inc. independent RIAAffiliated broker-dealer or bank to independent RIAOct 23, 2020Oct 21, 2020
Andrew Michael TateSecurian Financial Services, Inc. BD affiliatedCahill Financial Advisors, Inc. independent RIAAffiliated broker-dealer or bank to independent RIAOct 23, 2020Oct 27, 2020
Michelle Ruth DamonFeltl Advisors otherCahill Financial Advisors, Inc. otherOtherFeb 20, 2018Feb 15, 2018
Gregory Paul BlenkushFeltl Advisors otherCahill Financial Advisors, Inc. otherOtherFeb 20, 2018Feb 15, 2018
Kevin James O`LaughlinGen Financial Management Inc. otherCahill Financial Advisors, Inc. otherOtherFeb 15, 2018Mar 17, 2017
Jeffrey Ronald OheCharles Schwab & Co., Inc. national BDCahill Financial Advisors, Inc. otherOtherSep 25, 2008Apr 3, 2013 (1651 d)
James William BryanAmeriprise Financial Services, LLC national BDCahill Financial Advisors, Inc. otherOtherJan 8, 2007Mar 1, 2013 (2244 d)
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11 moves match.