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 Level 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Evan David Loomis | Loomis Financial Consulting unclassified | Level Financial Advisors, Inc. independent RIA | Other | Sep 13, 2025 | Apr 16, 2025 |
| Winfred Gerald Jacob | Cadaret Grant & Co Inc other | Level Financial Advisors, Inc. other | Other | Oct 20, 2016 | Nov 1, 2016 |
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2 moves match.