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 Taylor Financial Group, 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 |
|---|---|---|---|---|---|
| Cassandra Martin Conte | Northwestern Mutual Investment Services,LLC no RAUM | Taylor Financial Group, Inc. independent RIA | Other | Jan 9, 2026 | Jan 29, 2026 |
| Rhonada Katherine Weaver | Raymond James Financial Services Advisors, Inc BD affiliated | Taylor Financial Group, Inc. independent RIA | Affiliated broker-dealer or bank to independent RIA | Jun 14, 2023 | Jun 14, 2023 |
| Jay Steve Arce | Sonder Financial Advisors unclassified | Taylor Financial Group, Inc. independent RIA | Other | Jul 17, 2018 | Oct 18, 2018 (93 d) |
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3 moves match.