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 D. M. Brenner, 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 |
|---|---|---|---|---|---|
| Jeffrey Michael Houghtby | Cerity Partners LLC independent RIA | D. M. Brenner, Inc. independent RIA | RIA to RIA | Sep 22, 2025 | Oct 14, 2025 |
| Kenza Ravi Mckerrihan | Sovran Advisors, LLC independent RIA | D. M. Brenner, Inc. independent RIA | RIA to RIA | Sep 19, 2025 | Oct 16, 2025 |
| Stephanie Marie Cunningham | Beta Wealth Group, Inc independent RIA | D. M. Brenner, Inc. independent RIA | RIA to RIA | Jan 4, 2023 | Jan 17, 2023 |
| Leilani Harwood | Independent Financial Group, LLC independent RIA | D. M. Brenner, Inc. independent RIA | RIA to RIA | May 28, 2019 | Jul 8, 2019 (41 d) |
| David Morgan Brenner | Scf Investment Advisors, Inc. other | D. M. Brenner, Inc. independent RIA | Other | May 17, 2013 | Feb 13, 2017 (1368 d) |
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5 moves match.