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 Envoy Advisory Inc.

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
Eric Wimer SchlosserHarvest Investment Services, LLC independent RIAEnvoy Advisory Inc. independent RIARIA to RIAJun 18, 2025Apr 7, 2022
Galo BacaHarvest Investment Services, LLC independent RIAEnvoy Advisory Inc. independent RIARIA to RIAFeb 6, 2025Feb 7, 2023
Taylor J Kovar11 Financial independent RIAEnvoy Advisory Inc. independent RIARIA to RIADec 31, 2024Jun 28, 2022
Joshua Deron Vinson11 Financial independent RIAEnvoy Advisory Inc. independent RIARIA to RIADec 31, 2024Jul 25, 2022
Claudia Valladares11 Financial independent RIAEnvoy Advisory Inc. independent RIARIA to RIADec 31, 2024Jun 27, 2022
James Benson HanleyEdward Jones national BDEnvoy Advisory Inc. independent RIAAffiliated broker-dealer or bank to independent RIAApr 5, 2021Jun 15, 2021 (71 d)
Allen KozelOdyssey Wealth unclassifiedEnvoy Advisory Inc. otherOtherOct 6, 2020Oct 7, 2020
Page 1 of 1
7 moves match.