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 Sound Financial Investment Management, 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 |
|---|---|---|---|---|---|
| Beau Tyler Bryant | Resolute Wealth Advisor, Inc. independent RIA | Sound Financial Investment Management, LLC state registered | RIA to a state-registered adviser | Feb 9, 2026 | Jun 22, 2026 (133 d) |
| Cory Matthew Davenport | Osaic Fs, Inc. other | Sound Financial Investment Management, LLC state registered | Other | Nov 28, 2012 | Oct 31, 2012 |
| Christopher Mark Strehle | Independent Advisers Group Corp other | Sound Financial Investment Management, LLC state registered | Other | Oct 12, 2012 | Jul 3, 2012 |
| Matthew Gerard Deller | Independent Advisers Group Corp other | Sound Financial Investment Management, LLC state registered | Other | Oct 12, 2012 | Jul 3, 2012 |
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4 moves match.