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 Zoe Financial, 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 |
|---|---|---|---|---|---|
| Corey Moon | Equitable Advisors, LLC national BD | Zoe Financial, Inc. no RAUM | Other | Sep 17, 2025 | Oct 31, 2025 (44 d) |
| Mason Friedrick Maves Coon | Charles Schwab & Co., Inc. national BD | Zoe Financial, Inc. no RAUM | Other | May 13, 2025 | Nov 6, 2025 (177 d) |
| Cassie Marie Stancil | Equitable Advisors, LLC national BD | Zoe Financial, Inc. no RAUM | Other | Feb 29, 2024 | Dec 2, 2025 (642 d) |
| Rajesh Gaur | Robustwealth, Inc. asset manager | Zoe Financial, Inc. no RAUM | Other | Sep 30, 2021 | Jan 4, 2023 (461 d) |
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4 moves match.