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 Edge Financial Advisors, 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
Nathan Edward MeekStrategic Advisers LLC national BDEdge Financial Advisors, LLC independent RIAAffiliated broker-dealer or bank to independent RIAFeb 12, 2026Feb 5, 2026
Michael John GreenenLantern Wealth Guardians Ltd. unclassifiedEdge Financial Advisors, LLC independent RIAOtherJul 31, 2025Jun 24, 2025
Johnathan IrionsNorthwestern Mutual Investment Services,LLC no RAUMEdge Financial Advisors, LLC independent RIAOtherMar 26, 2025Apr 18, 2025
Andrew J KrajewskiArbor Financial Services, LLC independent RIAEdge Financial Advisors, LLC independent RIARIA to RIAApr 22, 2024May 3, 2024
Zachary Adam CravezMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseEdge Financial Advisors, LLC independent RIAWirehouse to independent RIAApr 12, 2023Jul 9, 2023 (88 d)
Scott FarwellTd Ameritrade, Inc. no RAUMEdge Financial Advisors, LLC independent RIAOtherJan 11, 2021May 4, 2021 (113 d)
James L AlexanderTd Ameritrade, Inc. no RAUMEdge Financial Advisors, LLC independent RIAOtherOct 18, 2019Oct 21, 2019
Christopher Anthony MarrFidelity Personal And Workplace Advisors BD affiliatedEdge Financial Advisors, LLC independent RIAAffiliated broker-dealer or bank to independent RIAAug 12, 2019Oct 16, 2019 (65 d)
Nathan Leroy BosekAlpha Cubed Investments, LLC independent RIAEdge Financial Advisors, LLC independent RIARIA to RIAFeb 22, 2019Feb 25, 2019
Srbo Nmn RadisavljevicStrategic Edge Wealth Management, LLC unclassifiedEdge Financial Advisors, LLC otherOtherDec 31, 2010Jan 3, 2011
Edward James MeekStrategic Advisers LLC national BDEdge Financial Advisors, LLC otherOtherSep 7, 2005Aug 15, 2005
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11 moves match.