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 Detalus Advisors, LLC

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
Kenneth S BoyerCharles Schwab & Co., Inc. national BDDetalus Advisors, LLC mixed wealthAffiliated broker-dealer or bank to independent RIAJun 26, 2026Jul 6, 2026
Andrew Christopher PhippsMoneta Group Investment Advisors, LLC independent RIADetalus Advisors, LLC independent RIARIA to RIAMay 30, 2024Jul 1, 2024 (32 d)
Alexander James WalkerMML Investors Services, LLC BD affiliatedDetalus Advisors, LLC mixed wealthAffiliated broker-dealer or bank to independent RIAApr 14, 2020Apr 28, 2020
Courtney Faith JonesSecurities America Advisors, Inc. otherDetalus Advisors, LLC otherOtherAug 22, 2013Aug 19, 2013
Jeffrey R HolleyEdward Jones national BDDetalus Advisors, LLC otherOtherMar 12, 2013Sep 12, 2013 (184 d)
Meredith Cabell JonesRaymond James Financial Services, Inc. unclassifiedDetalus Advisors, LLC otherOtherMay 31, 2006Mar 28, 2007 (301 d)
Christina Sue HakeLPL Financial LLC otherDetalus Advisors, LLC otherOtherMar 3, 2006Mar 1, 2006
Michael Allen MathesonBeyer & Company unclassifiedDetalus Advisors, LLC otherOtherMay 23, 2005May 16, 2016 (4011 d)
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8 moves match.