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 Core Financial Advisors
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 |
|---|---|---|---|---|---|
| Andrew Devore Boyd | Gbs Advisors other | Core Financial Advisors independent RIA | Other | Nov 15, 2013 | Feb 28, 2025 (4123 d) |
| Robert Owen Boyd | Gbs Advisors other | Core Financial Advisors no RAUM | Other | Nov 15, 2013 | Oct 16, 2013 |
| Paul Vernon Hensler | Morgan Stanley Dw Inc. unclassified | Core Financial Advisors independent RIA | Other | Nov 22, 2002 | Sep 12, 2025 (8330 d) |
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3 moves match.