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 Insight Folios

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
Robert Renn RothrockAmerican Elite Advisory state registeredInsight Folios independent RIAOtherJun 16, 2025Jun 16, 2025
Mark Hugh RutledgeBrookstone Capital Management LLC independent RIAInsight Folios independent RIARIA to RIAMay 1, 2025May 1, 2025
Wade Callender MenziesTactical Investment Advisors, LLC state registeredInsight Folios independent RIAOtherApr 3, 2025Apr 6, 2025
Leigh Burwell SmithCypress Wealth Services, LLC independent RIAInsight Folios independent RIARIA to RIAMar 4, 2024Feb 28, 2024
Charles Halbert DingmanBrookstone Wealth Advisors, LLC no RAUMInsight Folios independent RIAOtherJan 26, 2024Apr 3, 2023
Larry Gene MccabeBrookstone Wealth Advisors, LLC independent RIAInsight Folios independent RIARIA to RIAJun 14, 2021Jun 17, 2021
Ryan McneillBrookstone Capital Management LLC independent RIAInsight Folios independent RIARIA to RIAMar 29, 2021Jul 10, 2026 (1929 d)
Ashok S RamjiVirtue Capital Management, LLC independent RIAInsight Folios independent RIARIA to RIAAug 27, 2019Sep 27, 2019 (31 d)
Sheila Rene MadrigalJ.P. Morgan Securities LLC wirehouseInsight Folios independent RIAWirehouse to independent RIAMar 19, 2019Feb 12, 2020 (330 d)
Kevin Marvin WrayBcd Advisors state registeredInsight Folios independent RIAOtherApr 17, 2017Jan 9, 2025 (2824 d)
Bruce RomagnoliBcd Advisors state registeredInsight Folios independent RIAOtherApr 17, 2017Apr 21, 2017
Michael Wayne WilliamsGenesis Asset Management, LLC otherInsight Folios independent RIAOtherDec 31, 2016Jan 5, 2017
Charles Buddy BowersRetirementadvice | Jka otherInsight Folios independent RIAOtherApr 21, 2015Mar 27, 2015
Paul Leonard DursoRetirementadvice | Jka otherInsight Folios independent RIAOtherApr 20, 2015Mar 27, 2015
Scott Richard CartyRetirementadvice | Jka otherInsight Folios independent RIAOtherApr 20, 2015Mar 30, 2015
Kenneth L HuffmanRetirementadvice | Jka otherInsight Folios independent RIAOtherApr 20, 2015May 15, 2015
Nelson Toney SebraStrategic Wealth Advisors Group otherInsight Folios independent RIAOtherOct 6, 2014May 8, 2025 (3867 d)
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17 moves match.