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 Daviman Financial, 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
Phillip Alan BurruelSmart Wealth, LLC independent RIADaviman Financial, LLC independent RIARIA to RIAFeb 4, 2025Jul 1, 2026 (512 d)
Brian Douglas McconnellSmart Wealth, LLC independent RIADaviman Financial, LLC independent RIARIA to RIAFeb 4, 2025Jan 21, 2025
Brendan Michael CrewsEagle Strategies LLC otherDaviman Financial, LLC no RAUMOtherJan 3, 2017Jan 6, 2017
Rone John DavisEagle Strategies LLC otherDaviman Financial, LLC no RAUMOtherNov 7, 2016Nov 18, 2016
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4 moves match.