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 Rebalance 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
Heidi Bao PhanIllumination Wealth Management independent RIARebalance LLC independent RIARIA to RIAFeb 11, 2026Apr 29, 2026 (77 d)
Jill CarothersWaypoint Wealth Partners independent RIARebalance LLC independent RIARIA to RIASep 3, 2024Sep 30, 2024
Daniel James MavraidesInbalance Advisors, LLC independent RIARebalance LLC independent RIARIA to RIAAug 15, 2023Sep 3, 2024 (385 d)
Matthew Peter JudeTrue Wave Financial Planners independent RIARebalance LLC independent RIARIA to RIAJul 5, 2023Jul 20, 2023
Sonja Grace BreedingHomewood Capital Management, Inc. otherRebalance LLC independent RIAOtherDec 3, 2021Sep 6, 2022 (277 d)
Mitchell Jay TuchmanMarketriders no RAUMRebalance LLC no RAUMOtherAug 9, 2016Sep 28, 2011
Sarah Swift BrandonMarketriders no RAUMRebalance LLC no RAUMOtherAug 9, 2016Sep 28, 2011
Christie Marie WhitneyIntegrated Wealth Counsel, LLC otherRebalance LLC otherOtherSep 5, 2014Jul 28, 2016 (692 d)
Page 1 of 1
8 moves match.