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 Adasina Social Capital

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
Ryan Arnez MonroePathstone independent RIAAdasina Social Capital independent RIARIA to RIAJan 27, 2022Jan 23, 2022
Afsana JahanBalanced Rock Investment Advisors independent RIAAdasina Social Capital independent RIARIA to RIANov 16, 2021Jan 23, 2022 (68 d)
Phuong LuongJust Wealth unclassifiedAdasina Social Capital independent RIAOtherJun 18, 2021Feb 7, 2020
Renee Dubois MorganImpact Investors independent RIAAdasina Social Capital independent RIARIA to RIAJan 13, 2020May 13, 2020 (121 d)
Leo Wilens FreemanSmart Investor, LLC independent RIAAdasina Social Capital independent RIARIA to RIANov 6, 2019Feb 7, 2020 (93 d)
Elizabeth Elsa TaylorCurtis Financial Planning independent RIAAdasina Social Capital independent RIARIA to RIAFeb 25, 2016Dec 8, 2015
Shannon BlackmonNew England Securities Corporation otherAdasina Social Capital independent RIAOtherJul 2, 2014Dec 18, 2015 (534 d)
Rachel Joyce RobasciottiCambridge Investment Research Advisors, Inc. otherAdasina Social Capital independent RIAOtherDec 31, 2009Jan 6, 2010
Maya Jean PhilipsonCambridge Investment Research Advisors, Inc. otherAdasina Social Capital independent RIAOtherDec 31, 2009Jan 5, 2010
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9 moves match.