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 Family Office Research, 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 |
|---|---|---|---|---|---|
| Sean Morehouse Mcelhaney | Fidelity Personal And Workplace Advisors BD affiliated | Family Office Research, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | May 23, 2022 | Oct 13, 2025 (1239 d) |
| Scott Matthew Freund | Global Arena Investment Management, LLC other | Family Office Research, LLC independent RIA | Other | Feb 5, 2015 | Mar 28, 2024 (3339 d) |
| Scott Matthew Freund | Piedmont Investment Advisors, LLC other | Family Office Research, LLC other | Other | Sep 12, 2007 | Aug 15, 2007 |
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3 moves match.