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 Cross Border Wealth, 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
Scott Michael JonesNorthwestern Mutual Investment Services,LLC no RAUMCross Border Wealth, LLC independent RIAOtherSep 19, 2025Nov 21, 2025 (63 d)
Nicholas Adam NetzerEagle Strategies LLC BD affiliatedCross Border Wealth, LLC independent RIAAffiliated broker-dealer or bank to independent RIAAug 21, 2025Aug 14, 2025
Andrew Graham MckaySkybound Wealth USA independent RIACross Border Wealth, LLC independent RIARIA to RIAJul 5, 2024Jul 26, 2024
Andrew Paul ScibettaAdvice And Planning Services BD affiliatedCross Border Wealth, LLC independent RIAAffiliated broker-dealer or bank to independent RIAJan 19, 2022Dec 1, 2022 (316 d)
Eric James GlassbrennerClaraphi Advisory Network, LLC independent RIACross Border Wealth, LLC independent RIARIA to RIANov 5, 2021Nov 16, 2021
Fabrice MercierBrite Advisors USA, Inc. otherCross Border Wealth, LLC independent RIAOtherMay 19, 2017Dec 10, 2019 (935 d)
Andoni YturraldeBrite Advisors USA, Inc. otherCross Border Wealth, LLC independent RIAOtherFeb 26, 2017Dec 10, 2019 (1017 d)
Joseph Nievera BarrettoVoya Financial Advisors, Inc. otherCross Border Wealth, LLC independent RIAOtherDec 31, 2014Jan 21, 2020 (1847 d)
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8 moves match.