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 Inlight Wealth
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 |
|---|---|---|---|---|---|
| John Benson Darby | Sage Mountain Advisors, LLC independent RIA | Inlight Wealth independent RIA | RIA to RIA | Aug 17, 2026 | Sep 16, 2026 |
| Elias Crist | Regent Peak Wealth Advisors, LLC independent RIA | Inlight Wealth independent RIA | RIA to RIA | Mar 6, 2026 | May 22, 2026 (77 d) |
| Jessica Louise Smith | First Advisors National, LLC independent RIA | Inlight Wealth independent RIA | RIA to RIA | Jan 7, 2022 | Jul 6, 2022 (180 d) |
| Brian James Harper | Harper Asset Management, LLC unclassified | Inlight Wealth independent RIA | Other | Dec 31, 2020 | Oct 28, 2020 |
| Benjamin David Esser | Morgan Stanley wirehouse | Inlight Wealth no RAUM | Wirehouse to a newly registered adviser (no RAUM reported yet) | Oct 16, 2017 | Nov 21, 2017 (36 d) |
| Jason S Joffe | Morgan Stanley wirehouse | Inlight Wealth no RAUM | Wirehouse to a newly registered adviser (no RAUM reported yet) | Oct 16, 2017 | Dec 4, 2017 (49 d) |
| Angelique F Dumler | Morgan Stanley wirehouse | Inlight Wealth no RAUM | Wirehouse to a newly registered adviser (no RAUM reported yet) | Oct 16, 2017 | Dec 1, 2017 (46 d) |
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7 moves match.