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 Diversifi Capital Inc
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 |
|---|---|---|---|---|---|
| Brandon Geoffry Kurz | Mercer Global Advisors Inc. independent RIA | Diversifi Capital Inc independent RIA | RIA to RIA | Oct 21, 2020 | Dec 22, 2023 (1157 d) |
| Alfred Ho Fai Au | Dragon Financial Group independent RIA | Diversifi Capital Inc independent RIA | RIA to RIA | Jul 2, 2018 | Dec 23, 2024 (2366 d) |
| Nathan Michael Dingler | Dragon Financial Group other | Diversifi Capital Inc independent RIA | Other | Aug 20, 2015 | Nov 18, 2024 (3378 d) |
Page 1 of 1
3 moves match.