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 Brooklyn Fi, 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
Jeffrey DingleLido independent RIABrooklyn Fi, LLC independent RIARIA to RIASep 2, 2026Sep 4, 2026
Stuart Alan ConnellyFisher Investments independent RIABrooklyn Fi, LLC independent RIARIA to RIAAug 20, 2026Sep 3, 2026
Anna Ngo BhaiJpl Wealth Management, LLC independent RIABrooklyn Fi, LLC independent RIARIA to RIAJul 23, 2026Aug 5, 2026
Erika MoromisatoConnective Wealth Partners, LLC independent RIABrooklyn Fi, LLC independent RIARIA to RIAJul 10, 2026Jul 30, 2026
Janae' Andril BridgesAe Wealth Management, LLC BD affiliatedBrooklyn Fi, LLC independent RIAAffiliated broker-dealer or bank to independent RIAMar 12, 2026Jun 23, 2026 (103 d)
Jacqueline WorstellAbacus Wealth Partners independent RIABrooklyn Fi, LLC independent RIARIA to RIAAug 18, 2025Feb 9, 2026 (175 d)
Crystal Rose KozlakFalcon Wealth Planning, Inc. independent RIABrooklyn Fi, LLC independent RIARIA to RIAMay 5, 2025Jun 6, 2025 (32 d)
Gage LegarePathfinder Planning And Investments no RAUMBrooklyn Fi, LLC independent RIAOtherJan 27, 2025Jul 2, 2024
James William Thomas McdougalBrighton Jones LLC independent RIABrooklyn Fi, LLC independent RIARIA to RIAMay 3, 2023Jun 1, 2023
Kody Shane SherlundBoyum Wealth Architects LLC independent RIABrooklyn Fi, LLC independent RIARIA to RIAMar 7, 2023Apr 20, 2023 (44 d)
Brett Peter WysopalMariner BD affiliatedBrooklyn Fi, LLC independent RIAAffiliated broker-dealer or bank to independent RIAAug 31, 2022Sep 15, 2022
Ryan Laurence FurlongFacet independent RIABrooklyn Fi, LLC independent RIARIA to RIAMar 21, 2022Feb 16, 2022
Katelyn Elizabeth MurrayKendall Capital Management independent RIABrooklyn Fi, LLC independent RIARIA to RIAJan 25, 2022Feb 16, 2022
Hannah Marie LockardPittenger & Anderson Inc mixed wealthBrooklyn Fi, LLC independent RIARIA to RIAOct 15, 2021Dec 9, 2021 (55 d)
John Timothy Francis OwensVintage Financial Services LLC independent RIABrooklyn Fi, LLC independent RIARIA to RIAJul 22, 2020Jun 30, 2021 (343 d)
Eduard V ZolotarevGryphon Financial Wealth Advisors, LLC unclassifiedBrooklyn Fi, LLC independent RIAOtherJul 15, 2019Nov 14, 2022 (1218 d)
Mark Allen StancatoLwi Financial Inc. otherBrooklyn Fi, LLC independent RIAOtherSep 29, 2006Dec 7, 2021 (5548 d)
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17 moves match.