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 Navigate Wealth 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.

AdvisorFromToTypeLeftRegistered
Tyler Joseph HintonRfg Advisory, LLC independent RIANavigate Wealth Management, LLC independent RIARIA to RIAJul 5, 2023Aug 21, 2023 (47 d)
Mary Meadows LivingstonEquita Financial Network, Inc. independent RIANavigate Wealth Management, LLC independent RIARIA to RIAOct 7, 2022Sep 1, 2022
Reuben Frank StewartStonebridge Advisors, LLC unclassifiedNavigate Wealth Management, LLC independent RIAOtherJan 31, 2022Dec 17, 2021
James M. BurnettStonebridge Advisors, LLC unclassifiedNavigate Wealth Management, LLC independent RIAOtherJan 31, 2022Dec 17, 2021
Steven Hansen LindStonebridge Advisors, LLC unclassifiedNavigate Wealth Management, LLC independent RIAOtherJan 31, 2022Dec 17, 2021
Jonathan Luke FargasonFsc Securities Corporation BD affiliatedNavigate Wealth Management, LLC independent RIAAffiliated broker-dealer or bank to independent RIAMar 17, 2020Apr 4, 2024 (1479 d)
Caleb Ryan HopkinsKinsight, LLC otherNavigate Wealth Management, LLC independent RIAOtherJan 7, 2015Feb 19, 2015 (43 d)
Carl Johan GrahsKinsight, LLC otherNavigate Wealth Management, LLC independent RIAOtherDec 9, 2014Feb 19, 2015 (72 d)
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8 moves match.