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 Rademacher Financial, 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
Gabriel Philip D'AngeloStrategic Wealth Advisors Group, Inc. independent RIARademacher Financial, Inc. independent RIARIA to RIAJul 24, 2025Sep 9, 2024
Roger Harrington CoxRaymond James Financial Services Advisors, Inc BD affiliatedRademacher Financial, Inc. independent RIAAffiliated broker-dealer or bank to independent RIAAug 10, 2022Sep 5, 2018
Andrew Vanbibber BrawleyRaymond James Financial Services Advisors, Inc BD affiliatedRademacher Financial, Inc. independent RIAAffiliated broker-dealer or bank to independent RIASep 10, 2021May 17, 2018
Randall Wayne FowlerRaymond James Financial Services Advisors, Inc BD affiliatedRademacher Financial, Inc. independent RIAAffiliated broker-dealer or bank to independent RIAJul 17, 2020Nov 8, 2018
Daniel J FrankBlackrock Financial Management, Inc otherRademacher Financial, Inc. independent RIAOtherJan 11, 2018May 4, 2018 (113 d)
Page 1 of 1
5 moves match.