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 Impact Investors

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
Jacob IfshinHorizons Sustainable Financial Services, Inc. independent RIAImpact Investors independent RIARIA to RIAJul 2, 2026Aug 19, 2026 (48 d)
Renee Dubois MorganFirst Affirmative Financial Network LLC independent RIAImpact Investors independent RIARIA to RIAJan 2, 2019Jan 3, 2019
Ian Bernard McleodCommunitas Financial Planning Pbc state registeredImpact Investors independent RIAOtherSep 10, 2018Jun 29, 2018
Catherine Lorraine WoodmanCambridge Investment Research Advisors, Inc. BD affiliatedImpact Investors independent RIAAffiliated broker-dealer or bank to independent RIAJun 26, 2018Feb 15, 2018
Shane Garret YonstonCambridge Investment Research Advisors, Inc. BD affiliatedImpact Investors independent RIAAffiliated broker-dealer or bank to independent RIAJun 26, 2018Jan 1, 2025 (2381 d)
Brian Daniel DelorieaWells Fargo Advisors wirehouseImpact Investors independent RIAWirehouse to independent RIAOct 8, 2010Apr 15, 2025 (5303 d)
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6 moves match.