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 Trufp
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 |
|---|---|---|---|---|---|
| Zachary Lepore | Focus Partners Wealth, LLC independent RIA | Trufp independent RIA | RIA to RIA | Apr 23, 2026 | Jul 17, 2026 (85 d) |
| Carolyn Louise Flournoy | Patton Albertson Miller Group, LLC independent RIA | Trufp independent RIA | RIA to RIA | Jan 5, 2022 | Jan 19, 2022 |
| Patrick Sturmer Paxton | Cambridge Investment Research Advisors, Inc. BD affiliated | Trufp independent RIA | Affiliated broker-dealer or bank to independent RIA | Dec 31, 2018 | Jan 2, 2019 |
| Kenneth Julian Bellavance | Cambridge Investment Research Advisors, Inc. BD affiliated | Trufp independent RIA | Affiliated broker-dealer or bank to independent RIA | Dec 31, 2018 | Jan 2, 2019 |
| Andrew Bruce Castleberry | Cambridge Investment Research Advisors, Inc. BD affiliated | Trufp independent RIA | Affiliated broker-dealer or bank to independent RIA | Dec 31, 2018 | Jan 2, 2019 |
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5 moves match.