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 F/M Investments 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.

AdvisorFromToTypeLeftRegistered
Barry Philip JulienOakhurst Capital Advisors, LLC otherF/M Investments LLC otherOtherJul 7, 2026Oct 16, 2025
Marcin ZdunekOakhurst Capital Advisors, LLC otherF/M Investments LLC otherOtherJul 7, 2026Jan 1, 2025
Chong Chol HanOakhurst Capital Advisors, LLC otherF/M Investments LLC otherOtherJul 7, 2026Feb 22, 2023
Elizabeth BucaloAmundi Asset Management US, Inc. asset managerF/M Investments LLC otherOtherApr 25, 2025Mar 16, 2026 (325 d)
Michael J BotteAmundi Asset Management US, Inc. asset managerF/M Investments LLC otherOtherApr 25, 2025Feb 19, 2026 (300 d)
Kellen Charles CreedonAmundi Asset Management US, Inc. asset managerF/M Investments LLC otherOtherMar 14, 2025Mar 16, 2026 (367 d)
Vick KhoboyanGfp Private Wealth independent RIAF/M Investments LLC otherOtherOct 17, 2023May 22, 2023
Justin David HennessyRoss, Sinclaire & Associates, LLC independent RIAF/M Investments LLC mixed wealthRIA to RIADec 6, 2021Aug 25, 2020
Sarah Katherine BrowneRoss, Sinclaire & Associates, LLC independent RIAF/M Investments LLC asset managerOtherOct 15, 2021Jul 16, 2020
Ashish Jitendra ShahFirst Western Capital Management Company mixed wealthF/M Investments LLC independent RIARIA to RIADec 4, 2020Dec 23, 2020
Peter Paul BadenRoss, Sinclaire & Associates, LLC independent RIAF/M Investments LLC asset managerOtherSep 17, 2020Jul 16, 2020
Rick BellRoss, Sinclaire & Associates, LLC independent RIAF/M Investments LLC asset managerOtherAug 26, 2020Jul 16, 2020
Francisco Jose BidoCognios Capital, LLC mixed wealthF/M Investments LLC asset managerOtherApr 15, 2020Apr 16, 2020
David Louis LittletonVestmark Advisory Solutions, Inc. asset managerF/M Investments LLC asset managerOtherOct 4, 2019Jan 27, 2020 (115 d)
Alexander Robert MorrisVestmark Advisory Solutions, Inc. asset managerF/M Investments LLC otherOtherOct 4, 2019Jan 1, 2026 (2281 d)
Frederick Cary LakeLake Partners,Inc. independent RIAF/M Investments LLC asset managerOtherJun 28, 2019Dec 10, 2019 (165 d)
Adam Victor CrollVestmark Advisory Solutions, Inc. asset managerF/M Investments LLC mixed wealthOtherJun 14, 2019Aug 11, 2020 (424 d)
Robert Frederick JungCerity Partners Ocio LLC otherF/M Investments LLC asset managerOtherJan 6, 2014Jul 23, 2020 (2390 d)
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18 moves match.