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 Multnomah Group, 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.

AdvisorFromToTypeLeftRegistered
John Martin ChavezNationwide Investment Advisors, LLC BD affiliatedMultnomah Group, Inc. institutionalOtherMar 24, 2026Mar 20, 2026
Jake LarsonEmpirical Wealth Management independent RIAMultnomah Group, Inc. institutionalOtherApr 15, 2025Apr 10, 2025
Charles Frederick WarrenCommonwealth Financial Network national BDMultnomah Group, Inc. otherOtherSep 30, 2022Oct 25, 2022
Joseph Edward FleischmannCommonwealth Financial Network national BDMultnomah Group, Inc. otherOtherSep 30, 2022Oct 25, 2022
Nelson Eugene RutherfordEvergreen Financial Advisors, Inc. unclassifiedMultnomah Group, Inc. institutionalOtherFeb 11, 2021Feb 4, 2021
Emily L ZinnThe Rikoon Group, LLC otherMultnomah Group, Inc. institutionalOtherJul 31, 2015Feb 19, 2026 (3856 d)
Andrew Jay WalkerPentegra Investors, Inc. otherMultnomah Group, Inc. otherOtherSep 22, 2008Dec 17, 2008 (86 d)
Brian Anthony MontanezMetlife Investment Fund Services LLC unclassifiedMultnomah Group, Inc. otherOtherSep 1, 2006Aug 29, 2007 (362 d)
Scott Alexander CameronInvesmart Advisors Inc unclassifiedMultnomah Group, Inc. otherOtherNov 5, 2003Jan 6, 2005 (428 d)
Erik Benjamin DaleyInvesmart Advisors Inc unclassifiedMultnomah Group, Inc. otherOtherOct 28, 2003Jan 6, 2005 (436 d)
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10 moves match.