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 1818 Private Client Group, 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 |
|---|---|---|---|---|---|
| Bilay Ozgun | Miura Investment Advisors, Inc state registered | 1818 Private Client Group, LLC independent RIA | Other | Jul 1, 2025 | Sep 3, 2025 (64 d) |
| Zvika Nmn Feldman | Valley Financial Management, Inc. BD affiliated | 1818 Private Client Group, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Apr 13, 2021 | Sep 17, 2021 (157 d) |
| Ron Yosef Eisner | Valley Financial Management, Inc. BD affiliated | 1818 Private Client Group, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | May 2, 2019 | Jul 25, 2019 (84 d) |
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3 moves match.