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 Nvest Financial, 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
Jeffrey Donald BennertCommonwealth Financial Network national BDNvest Financial, LLC independent RIAAffiliated broker-dealer or bank to independent RIASep 5, 2025Jun 13, 2005
Eileen Marian MonahanCommonwealth Financial Network national BDNvest Financial, LLC independent RIAAffiliated broker-dealer or bank to independent RIAJul 31, 2025Dec 2, 2024
Daphne Larissa LafazanCommonwealth Financial Network national BDNvest Financial, LLC independent RIAAffiliated broker-dealer or bank to independent RIAMar 9, 2022Feb 28, 2022
Nichole Demetria RaftopoulosCommonwealth Financial Network national BDNvest Financial, LLC independent RIAAffiliated broker-dealer or bank to independent RIAFeb 28, 2022Feb 6, 2008
Meagan MackinnonLPL Financial LLC BD affiliatedNvest Financial, LLC independent RIAAffiliated broker-dealer or bank to independent RIAJan 7, 2022Feb 28, 2022 (52 d)
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5 moves match.