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 Paladini 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Nathan Taylor Hill | Cain, Watters & Associates, LLC independent RIA | Paladini Financial Advisors, LLC independent RIA | RIA to RIA | Oct 19, 2023 | Oct 19, 2023 |
| John Edward Line | Line Wealth, Inc. unclassified | Paladini Financial Advisors, LLC independent RIA | Other | Dec 31, 2010 | Apr 18, 2008 |
| Matthew Mark Paladini | Cain, Watters & Associates, LLC other | Paladini Financial Advisors, LLC independent RIA | Other | Aug 31, 2006 | Apr 7, 2006 |
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3 moves match.