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 Andrews Advisory Associates, 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
Scott Hiroki TonaiRaymond James Financial Services Advisors, Inc BD affiliatedAndrews Advisory Associates, LLC independent RIAAffiliated broker-dealer or bank to independent RIAMay 7, 2024Jun 18, 2024 (42 d)
Christina June BrownFsc Securities Corporation otherAndrews Advisory Associates, LLC independent RIAOtherOct 15, 2007Dec 18, 2025 (6639 d)
Samuel James BelloFsc Securities Corporation otherAndrews Advisory Associates, LLC otherOtherFeb 8, 2007Feb 8, 2007
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3 moves match.