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 Natural Investments

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
Daniel Paul CarrenoO-Six Impact Partners, LLC unclassifiedNatural Investments independent RIAOtherNov 24, 2025Nov 6, 2025
Jamonica K BrownCetera Investment Advisers LLC BD affiliatedNatural Investments independent RIAAffiliated broker-dealer or bank to independent RIAJun 17, 2025Nov 6, 2025 (142 d)
Brittany Renee DamicoO-Six Impact Partners, LLC unclassifiedNatural Investments independent RIAOtherJan 16, 2025Jul 24, 2025 (189 d)
Nicole Middleton HollowayQualified Planning state registeredNatural Investments independent RIAOtherMar 17, 2020Jan 10, 2020
Tiffany Ann BrownReynders, Mcveigh Capital Management, LLC independent RIANatural Investments independent RIARIA to RIAApr 3, 2018Jul 28, 2018 (116 d)
Amy D. PenderSri Investing unclassifiedNatural Investments independent RIAOtherOct 13, 2017Apr 26, 2021 (1291 d)
Ryan Meyers Jones-CaseyKms Financial Services, Inc otherNatural Investments otherOtherAug 8, 2016Aug 8, 2016
Andy Ray LovingFirst Affirmative Financial Network LLC otherNatural Investments otherOtherFeb 17, 2012Feb 9, 2011
James Rice FrazierConscious Financial Solutions unclassifiedNatural Investments otherOtherNov 5, 2009Jan 22, 2009
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9 moves match.