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 Claraphi Advisory Network, 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
Logan Wood VarelaUltra Financial Partners unclassifiedClaraphi Advisory Network, LLC independent RIAOtherNov 20, 2025Jun 30, 2022
Thavaselan SubramaniamRealta Investment Advisors, Inc BD affiliatedClaraphi Advisory Network, LLC independent RIAAffiliated broker-dealer or bank to independent RIAJun 15, 2022Jun 15, 2022
Richard James GowFiscal Wisdom Wealth Management LLC independent RIAClaraphi Advisory Network, LLC independent RIARIA to RIAMar 1, 2021Aug 26, 2019
John Brandon BowenBrookstone Wealth Advisors, LLC independent RIAClaraphi Advisory Network, LLC independent RIARIA to RIASep 15, 2020Jul 30, 2020
Erick Glenn SchenkhuizenWorld Investment Advisors, LLC BD affiliatedClaraphi Advisory Network, LLC independent RIAAffiliated broker-dealer or bank to independent RIAApr 3, 2020Mar 11, 2020
Steven Ray MillerJames River Advisors unclassifiedClaraphi Advisory Network, LLC independent RIAOtherApr 3, 2020Apr 30, 2020
James Robert McmillerKingsbury Capital Investment Advisors LLC independent RIAClaraphi Advisory Network, LLC independent RIARIA to RIAFeb 5, 2020Jan 27, 2020
Gary Forrest ThomasResource Investment Architects, Inc. independent RIAClaraphi Advisory Network, LLC independent RIARIA to RIADec 17, 2019Dec 2, 2019
Christopher John BowmanAe Wealth Management, LLC independent RIAClaraphi Advisory Network, LLC independent RIARIA to RIANov 14, 2019Dec 9, 2019
Denise Julius ZumbrunThurston Springer Financial BD affiliatedClaraphi Advisory Network, LLC independent RIAAffiliated broker-dealer or bank to independent RIAAug 19, 2019Nov 19, 2019 (92 d)
Mohammed Sultan GhouriAndalus Capital, LLC unclassifiedClaraphi Advisory Network, LLC independent RIAOtherApr 30, 2019Apr 11, 2019
Gregory Alan TaylorBrookstone Wealth Advisors, LLC independent RIAClaraphi Advisory Network, LLC independent RIARIA to RIAJan 15, 2019Dec 13, 2018
Eric James GlassbrennerBrookstone Capital Management LLC independent RIAClaraphi Advisory Network, LLC independent RIARIA to RIADec 4, 2018Dec 3, 2018
Darren CrumeIndependent Financial Group, LLC BD affiliatedClaraphi Advisory Network, LLC independent RIAAffiliated broker-dealer or bank to independent RIAOct 5, 2018Oct 9, 2018
Howard Leon DingleCentaurus Financial, Inc. otherClaraphi Advisory Network, LLC otherOtherDec 22, 2017Dec 22, 2017
Sterling Vaughn LouviereNfsg Corporation otherClaraphi Advisory Network, LLC otherOtherNov 1, 2017Nov 2, 2017
Travis Masaichi TazawaCreativeone Wealth, LLC otherClaraphi Advisory Network, LLC otherOtherSep 28, 2017Aug 22, 2017
Michael Leroy RoasaModern Capital Advisors, LLC otherClaraphi Advisory Network, LLC otherOtherSep 12, 2017Sep 1, 2017
Patrick Kevin DaileyAcorns otherClaraphi Advisory Network, LLC otherOtherJul 20, 2017Oct 12, 2017 (84 d)
Norman MeremsWbb Securities, LLC state registeredClaraphi Advisory Network, LLC otherOtherMay 16, 2017May 24, 2017
Hugo Cesar MerazInnovation Partners LLC otherClaraphi Advisory Network, LLC otherOtherNov 4, 2016Feb 8, 2018 (461 d)
Lawrence Sheldon SteinbergNfsg Corporation otherClaraphi Advisory Network, LLC otherOtherOct 19, 2016Oct 26, 2016
William Dennis BurnsUSA Financial Securities LLC otherClaraphi Advisory Network, LLC otherOtherSep 30, 2016Oct 24, 2016
Edgar Allen ThomasCalton & Associates, Inc. otherClaraphi Advisory Network, LLC otherOtherJul 29, 2016Aug 24, 2016
Ricardo GracianoInvest Financial Corporation otherClaraphi Advisory Network, LLC otherOtherJul 6, 2016Aug 3, 2016
Norman Ellsworth MainsRobert W. Baird & Co. Incorporated otherClaraphi Advisory Network, LLC otherOtherMay 25, 2016Jun 14, 2016
David Lowell HubbleB. Riley Wealth Advisors, Inc. otherClaraphi Advisory Network, LLC otherOtherFeb 16, 2016Feb 12, 2016
Roxanna Marie GuinanFreedom Investment Management, Inc. otherClaraphi Advisory Network, LLC otherOtherJan 25, 2016Jul 15, 2016 (172 d)
Ronald Joe FarnerB. Riley Wealth Advisors, Inc. otherClaraphi Advisory Network, LLC otherOtherDec 31, 2015Jan 4, 2016
Cameron Tarr HackettB. Riley Wealth Advisors, Inc. otherClaraphi Advisory Network, LLC otherOtherDec 31, 2015Jan 4, 2016
Coleman David ShowalterConcorde Asset Management, LLC otherClaraphi Advisory Network, LLC otherOtherNov 30, 2015Feb 8, 2016 (70 d)
Andrew TangB. Riley Wealth Advisors, Inc. otherClaraphi Advisory Network, LLC otherOtherAug 6, 2013Aug 30, 2013
Hans-Christian WinklerB. Riley Wealth Advisors, Inc. otherClaraphi Advisory Network, LLC otherOtherAug 5, 2013Aug 5, 2013
Frank Ronald StanleyB. Riley Wealth Advisors, Inc. otherClaraphi Advisory Network, LLC otherOtherMay 9, 2013May 10, 2013
Gregory Avery RamirezIntegrity Alliance, LLC otherClaraphi Advisory Network, LLC otherOtherDec 4, 2012Oct 2, 2013 (302 d)
Thavaselan SubramaniamLPL Financial LLC otherClaraphi Advisory Network, LLC otherOtherJun 18, 2012Mar 25, 2016 (1376 d)
Paul Jen SetoMantis Investment LLC unclassifiedClaraphi Advisory Network, LLC independent RIAOtherSep 18, 2007Apr 14, 2021 (4957 d)
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37 moves match.