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 Match Grade Advisors
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 |
|---|---|---|---|---|---|
| Robert James Edwards | E & H Investment Services, LLC unclassified | Match Grade Advisors mixed wealth | Other | Mar 14, 2024 | Jan 6, 2025 (298 d) |
| Eric Marcus Elkins | Exodus Wealth, LLC independent RIA | Match Grade Advisors mixed wealth | RIA to RIA | May 11, 2021 | May 7, 2021 |
| James Carson Vaughan | Retirement Funding Advisors, LLC unclassified | Match Grade Advisors mixed wealth | Other | Dec 31, 2018 | Jan 2, 2025 (2194 d) |
| Susan M Wright | Retirement Funding Advisors, LLC unclassified | Match Grade Advisors other | Other | Dec 31, 2018 | Jan 4, 2021 (735 d) |
| Ray William Welch | Founders Financial Securities, LLC independent RIA | Match Grade Advisors other | Other | Dec 17, 2018 | Dec 14, 2018 |
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5 moves match.