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 Silverleafe Capital Partners, 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 |
|---|---|---|---|---|---|
| Blaine Mitchell Tierney | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Silverleafe Capital Partners, LLC independent RIA | Wirehouse to independent RIA | Jun 3, 2025 | Jun 19, 2025 |
| Richard Worthington Eskrigge | Buckingham Strategic Wealth, LLC independent RIA | Silverleafe Capital Partners, LLC independent RIA | RIA to RIA | Mar 9, 2023 | Jan 1, 2025 (664 d) |
| Broc Phillip Kreitz | Strategic Advisers LLC national BD | Silverleafe Capital Partners, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jul 5, 2017 | Nov 6, 2023 (2315 d) |
| James Mason Cousins | United Capital Financial Advisors other | Silverleafe Capital Partners, LLC other | Other | Dec 9, 2011 | Oct 6, 2011 |
| John B Russell | Union Planters Investment Advisors, Inc. unclassified | Silverleafe Capital Partners, LLC other | Other | Oct 7, 2004 | Oct 22, 2010 (2206 d) |
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5 moves match.