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 Insight Financial Services

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
Vanessa Ann TaylorCommonwealth Financial Network national BDInsight Financial Services independent RIAAffiliated broker-dealer or bank to independent RIAJul 7, 2026Jul 1, 2026
Neal Mihir GudisevaCommonwealth Financial Network national BDInsight Financial Services independent RIAAffiliated broker-dealer or bank to independent RIAJul 7, 2026Jul 1, 2026
David Gregory PacerCommonwealth Financial Network national BDInsight Financial Services independent RIAAffiliated broker-dealer or bank to independent RIAJul 6, 2026Jul 1, 2026
Blake E WorkmanCommonwealth Financial Network national BDInsight Financial Services independent RIAAffiliated broker-dealer or bank to independent RIAJul 6, 2026Jul 1, 2026
Michael Joseph RoodAmeritas Advisory Services BD affiliatedInsight Financial Services independent RIAAffiliated broker-dealer or bank to independent RIAJun 28, 2019Jun 3, 2019
Jace W ChamplinAmeritas Advisory Services BD affiliatedInsight Financial Services independent RIAAffiliated broker-dealer or bank to independent RIAJun 18, 2019Jun 3, 2019
Gregory Joseph KealNational Planning Corporation ("Npc Of America" In Fl & Ny) otherInsight Financial Services otherOtherNov 3, 2017Mar 13, 2009
Thomas Ray StarkNational Planning Corporation ("Npc Of America" In Fl & Ny) otherInsight Financial Services otherOtherNov 3, 2017Oct 27, 2017
Lawrence William BroxtermanNational Planning Corporation ("Npc Of America" In Fl & Ny) otherInsight Financial Services otherOtherNov 3, 2017Oct 21, 2008
Kelly Lynn StephensonPrairie Capital Management LLC unclassifiedInsight Financial Services independent RIAOtherJul 14, 2008Oct 13, 2023 (5569 d)
Pedro Antonio MartinezGlidepath Advisors unclassifiedInsight Financial Services otherOtherOct 18, 2006Sep 29, 2008 (712 d)
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11 moves match.