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 Network 1 Financial Advisors 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 |
|---|---|---|---|---|---|
| Kevin Christopher Kearns | Monmouth Investment Advisors, LLC unclassified | Network 1 Financial Advisors Inc. state registered | Other | Dec 23, 2025 | Mar 4, 2026 (71 d) |
| William Colbert Heming | Fortis Capital Advisors, LLC independent RIA | Network 1 Financial Advisors Inc. state registered | RIA to a state-registered adviser | Dec 22, 2025 | Jan 9, 2026 |
| Christian Manuel Herrera | Fortis Capital Advisors, LLC independent RIA | Network 1 Financial Advisors Inc. state registered | RIA to a state-registered adviser | Dec 22, 2025 | Jan 9, 2026 |
| Alice Cecilia Mckeon | Fortis Capital Advisors, LLC independent RIA | Network 1 Financial Advisors Inc. state registered | RIA to a state-registered adviser | Dec 22, 2025 | Jan 7, 2026 |
| Horace Damien Riley | Fortis Capital Advisors, LLC independent RIA | Network 1 Financial Advisors Inc. state registered | RIA to a state-registered adviser | Dec 22, 2025 | Jan 9, 2026 |
| Gregory William Melendez | Laidlaw Wealth Management LLC independent RIA | Network 1 Financial Advisors Inc. state registered | RIA to a state-registered adviser | Dec 13, 2022 | Jan 4, 2023 |
| Patrick W Sunday | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Network 1 Financial Advisors Inc. state registered | Wirehouse to a state-registered adviser | Feb 12, 2019 | Jan 7, 2021 (695 d) |
| Alice Cecilia Mckeon | Morgan Stanley Dw Inc. unclassified | Network 1 Financial Advisors Inc. state registered | Other | Jun 7, 2006 | Aug 21, 2013 (2632 d) |
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8 moves match.