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 Foundry Financial 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Michael Leone Zarrelli | Fsa Wealth Partners independent RIA | Foundry Financial LLC independent RIA | RIA to RIA | Apr 24, 2026 | May 6, 2026 |
| Kyle Alan Hurt | Ep Wealth Advisors independent RIA | Foundry Financial LLC independent RIA | RIA to RIA | Apr 9, 2026 | Apr 22, 2026 |
| Nicholas Bryan Hiebert | Tru Independence Asset Management 2, LLC independent RIA | Foundry Financial LLC independent RIA | RIA to RIA | Jan 21, 2026 | Jan 26, 2026 |
| Robert John Mcalister | Meridian Wealth Management, LLC independent RIA | Foundry Financial LLC independent RIA | RIA to RIA | Feb 7, 2025 | Feb 12, 2025 |
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4 moves match.