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 Compass Ion Advisors, 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
Gbarclai MowennLogan Capital Management, Inc. mixed wealthCompass Ion Advisors, LLC independent RIARIA to RIAApr 16, 2026Apr 28, 2026
Michael DogumPillar Wealth Advisors, LLC independent RIACompass Ion Advisors, LLC independent RIARIA to RIAOct 31, 2024Jun 6, 2024
Michael J. BrigliaPillar Wealth Advisors, LLC independent RIACompass Ion Advisors, LLC independent RIARIA to RIAOct 31, 2024Jun 6, 2024
Mark Joseph ManningUnited Capital Financial Advisors BD affiliatedCompass Ion Advisors, LLC independent RIAAffiliated broker-dealer or bank to independent RIAJun 6, 2023Aug 11, 2023 (66 d)
Charles W. ManningUnited Capital Financial Advisors BD affiliatedCompass Ion Advisors, LLC independent RIAAffiliated broker-dealer or bank to independent RIAApr 6, 2023Apr 28, 2023
Matthew Cameron McdanielVision Financial Consulting unclassifiedCompass Ion Advisors, LLC independent RIAOtherJul 18, 2022Oct 8, 2021
William James ArtzerounianMycio Wealth Partners, LLC independent RIACompass Ion Advisors, LLC independent RIARIA to RIAApr 24, 2018Apr 30, 2018
Luke C. PorterEquitable Advisors, LLC national BDCompass Ion Advisors, LLC otherOtherNov 2, 2017Nov 21, 2017
Gregory Harrison ReifUnited Capital Financial Advisors otherCompass Ion Advisors, LLC independent RIAOtherApr 9, 2014Jun 27, 2018 (1540 d)
Justin Albert HarveyComprehensive Capital Management, Inc. otherCompass Ion Advisors, LLC otherOtherFeb 24, 2014Jan 27, 2014
Richard John LiburdiComprehensive Capital Management, Inc. otherCompass Ion Advisors, LLC otherOtherJan 29, 2014Jan 27, 2014
Carol S GangewerComprehensive Capital Management, Inc. otherCompass Ion Advisors, LLC otherOtherJan 29, 2014Jan 27, 2014
Benjamin Monroe DourteComprehensive Capital Management, Inc. otherCompass Ion Advisors, LLC otherOtherJan 29, 2014Jan 27, 2014
Joshua Scott ManifoldComprehensive Capital Management, Inc. otherCompass Ion Advisors, LLC otherOtherJan 29, 2014Jan 30, 2014
George Joseph LimbachEge Advisors, Ltd. unclassifiedCompass Ion Advisors, LLC otherOtherDec 5, 2009Nov 22, 2013 (1448 d)
Matthew Daniel KaneEge Advisors, Ltd. unclassifiedCompass Ion Advisors, LLC otherOtherDec 5, 2009Nov 22, 2013 (1448 d)
Douglas Robyn MacgrayEge Advisors, Ltd. unclassifiedCompass Ion Advisors, LLC otherOtherDec 5, 2009Nov 27, 2013 (1453 d)
James Carl BairdEge Advisors, Ltd. unclassifiedCompass Ion Advisors, LLC otherOtherDec 5, 2009Nov 22, 2013 (1448 d)
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18 moves match.