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 Encompass Advisory Services, 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
Thomas Howard PayneProsperitas Wealth Management LLC unclassifiedEncompass Advisory Services, LLC independent RIAOtherDec 29, 2024Jul 25, 2024
Scott Michael HansenAllstate Financial Advisors, LLC BD affiliatedEncompass Advisory Services, LLC independent RIAAffiliated broker-dealer or bank to independent RIAOct 22, 2021Jun 26, 2022 (247 d)
Didya Mercedes BianchiMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseEncompass Advisory Services, LLC independent RIAWirehouse to independent RIAApr 19, 2021May 11, 2023 (752 d)
Derek Jay SensenigAe Wealth Management, LLC independent RIAEncompass Advisory Services, LLC independent RIARIA to RIAJan 20, 2020Apr 17, 2020 (88 d)
Jason Warren CeyanesMwa Financial Services, Inc. independent RIAEncompass Advisory Services, LLC independent RIARIA to RIAMay 16, 2019May 20, 2019
John Lee PessarraLakewood Capital Management, Inc. unclassifiedEncompass Advisory Services, LLC independent RIAOtherDec 31, 2018Jan 5, 2018
Allison CloudUBS Financial Services Inc. wirehouseEncompass Advisory Services, LLC independent RIAWirehouse to independent RIAJun 23, 2016Aug 11, 2016 (49 d)
Nathan Edward DagleyNationwide Securities, LLC no RAUMEncompass Advisory Services, LLC independent RIAOtherFeb 13, 2015Feb 6, 2017 (724 d)
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8 moves match.