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 Blacktower Financial Management (US) 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
Colin Matthew KnealeBeacon Global Advisor Network, LLC independent RIABlacktower Financial Management (US) LLC independent RIARIA to RIAFeb 4, 2026Feb 5, 2026
Nick Edward RoleyBeacon Global Advisor Network, LLC independent RIABlacktower Financial Management (US) LLC independent RIARIA to RIAFeb 4, 2026Feb 6, 2026
Mathew Edward SamuelBeacon Global Advisor Network, LLC independent RIABlacktower Financial Management (US) LLC independent RIARIA to RIAFeb 4, 2026Feb 5, 2026
Nathan Christopher WenningtonBeacon Global Advisor Network, LLC independent RIABlacktower Financial Management (US) LLC independent RIARIA to RIAFeb 4, 2026Feb 6, 2026
Daniel Pinto_lopes_da TrindadeBeacon Global Advisor Network, LLC independent RIABlacktower Financial Management (US) LLC independent RIARIA to RIAFeb 4, 2026Feb 6, 2026
Graham BentleyBeacon Global Advisor Network, LLC independent RIABlacktower Financial Management (US) LLC independent RIARIA to RIANov 17, 2025Nov 24, 2025
Robert BarfieldBeacon Global Advisor Network, LLC independent RIABlacktower Financial Management (US) LLC independent RIARIA to RIANov 17, 2025Nov 24, 2025
Claire TaylorHoxton Wealth independent RIABlacktower Financial Management (US) LLC independent RIARIA to RIAOct 17, 2025Oct 19, 2025
Aaron VickeryHoxton Wealth independent RIABlacktower Financial Management (US) LLC independent RIARIA to RIAJul 21, 2025Jan 28, 2026 (191 d)
Claire TaylorAmerity Wealth Management, LLC independent RIABlacktower Financial Management (US) LLC independent RIARIA to RIAJul 29, 2024Aug 1, 2024
Christopher Anthony GriffinBeacon Global Advisor Network, LLC independent RIABlacktower Financial Management (US) LLC independent RIARIA to RIAMay 20, 2024May 7, 2024
Thomas Michael QuinnPlan First Wealth LLC independent RIABlacktower Financial Management (US) LLC independent RIARIA to RIADec 1, 2023Dec 7, 2023
Trevor HullFlorida Financial Advisors, LLC BD affiliatedBlacktower Financial Management (US) LLC independent RIAAffiliated broker-dealer or bank to independent RIAOct 20, 2023Nov 13, 2023
Dinitia Yvonne CazyExemplar Wealth Advisors, LLC state registeredBlacktower Financial Management (US) LLC independent RIAOtherOct 2, 2023Sep 23, 2024 (357 d)
Lewis Jay RinghamSkybound Wealth USA independent RIABlacktower Financial Management (US) LLC independent RIARIA to RIASep 13, 2023May 12, 2023
Mark Robert LangleySkybound Wealth USA independent RIABlacktower Financial Management (US) LLC independent RIARIA to RIASep 13, 2023May 12, 2023
Richard S TeitelbaumApollon Wealth Management, LLC independent RIABlacktower Financial Management (US) LLC independent RIARIA to RIAJul 31, 2023Aug 29, 2023
Jason William HerschApollon Wealth Management, LLC independent RIABlacktower Financial Management (US) LLC independent RIARIA to RIAJul 31, 2023Aug 28, 2023
Timothy Alan KershawBeacon Global Advisor Network, LLC independent RIABlacktower Financial Management (US) LLC independent RIARIA to RIAOct 4, 2021Oct 19, 2021
Bradley Philip Spencer HamiltonBrite Advisors USA, Inc. otherBlacktower Financial Management (US) LLC no RAUMOtherJun 22, 2017Dec 18, 2017 (179 d)
Christopher ThorntonBrite Advisors USA, Inc. otherBlacktower Financial Management (US) LLC no RAUMOtherMay 1, 2017Dec 15, 2017 (228 d)
Zachary Morris EvansBrite Advisors USA, Inc. otherBlacktower Financial Management (US) LLC independent RIAOtherApr 26, 2017Apr 12, 2024 (2543 d)
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22 moves match.