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 Bonfire 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Cory Reid Neumiller | Ipi Wealth Management, Inc. BD affiliated | Bonfire Financial, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Sep 8, 2025 | Sep 12, 2025 |
| Jacob Phelps | Korhorn Financial Group independent RIA | Bonfire Financial, LLC independent RIA | RIA to RIA | Nov 20, 2020 | Nov 16, 2020 |
| Keaton H Hamilton | First Foundation Advisors independent RIA | Bonfire Financial, LLC independent RIA | RIA to RIA | May 15, 2018 | Oct 4, 2023 (1968 d) |
| Brian C Colvert | UBS Financial Services Inc. wirehouse | Bonfire Financial, LLC no RAUM | Wirehouse to a newly registered adviser (no RAUM reported yet) | May 30, 2017 | May 22, 2017 |
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4 moves match.