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 The Sum

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
David E. MelchorStrategic Advisers LLC national BDThe Sum independent RIAAffiliated broker-dealer or bank to independent RIAJul 8, 2026Jul 9, 2026
Mckenna Alexandra DehnStrategic Advisers LLC national BDThe Sum independent RIAAffiliated broker-dealer or bank to independent RIAJan 14, 2026Feb 4, 2026
Thomas William DunawayStrategic Advisers LLC national BDThe Sum independent RIAAffiliated broker-dealer or bank to independent RIAJul 3, 2025Jul 3, 2025
Casey Alan MackFidelity Personal And Workplace Advisors BD affiliatedThe Sum independent RIAAffiliated broker-dealer or bank to independent RIAJul 3, 2024Jul 8, 2024
Robert Michael BardFidelity Personal And Workplace Advisors BD affiliatedThe Sum independent RIAAffiliated broker-dealer or bank to independent RIAJan 10, 2022Jan 11, 2022
Christopher Daniel MelberFidelity Personal And Workplace Advisors BD affiliatedThe Sum independent RIAAffiliated broker-dealer or bank to independent RIANov 18, 2019Nov 24, 2020 (372 d)
Paul Michael RahnStrategic Advisers LLC national BDThe Sum independent RIAAffiliated broker-dealer or bank to independent RIAJun 19, 2018Jul 11, 2018
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7 moves match.