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 Human Interest 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Adam Khalek | Commonwealth Financial Network national BD | Human Interest Advisors LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | May 27, 2025 | Jun 11, 2025 |
| Ronnie David Cox | World Investment Advisors, LLC institutional | Human Interest Advisors LLC independent RIA | Other | Apr 5, 2023 | Aug 2, 2023 (119 d) |
| Tyler Drew Wall | Nationwide Investment Advisors, LLC BD affiliated | Human Interest Advisors LLC institutional | Other | Jul 6, 2020 | Jul 13, 2020 |
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3 moves match.