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 Navalign, 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Michael A Partlow | Monarch Wealth Strategies independent RIA | Navalign, LLC independent RIA | RIA to RIA | Dec 23, 2025 | Jan 5, 2026 |
| Scott Christopher Gaynor | Kcs Wealth Advisory independent RIA | Navalign, LLC independent RIA | RIA to RIA | Jul 17, 2023 | Jul 14, 2023 |
| Stephen Edward Rischall | 1080 Financial Group unclassified | Navalign, LLC independent RIA | Other | Dec 31, 2018 | Jul 16, 2018 |
| Matt Joseph Stadelman | 1080 Financial Group unclassified | Navalign, LLC independent RIA | Other | Dec 31, 2018 | Jul 16, 2018 |
| Kevin Michael Hawley | Avondale Asset Management independent RIA | Navalign, LLC independent RIA | RIA to RIA | Oct 29, 2018 | Sep 21, 2018 |
| Steve Trinh | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Navalign, LLC other | Other | Jan 27, 2015 | Jan 20, 2015 |
| Andrea Helene Matolo | Equitable Advisors, LLC national BD | Navalign, LLC other | Other | May 8, 2007 | Apr 30, 2007 |
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7 moves match.