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 Audent Global Asset Management, 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 |
|---|---|---|---|---|---|
| Jonathan Daniel Caprilli | Lido independent RIA | Audent Global Asset Management, LLC independent RIA | RIA to RIA | Jan 14, 2026 | Feb 6, 2026 |
| Daniel Barrett Hennig | Halo Investment Services, LLC other | Audent Global Asset Management, LLC independent RIA | Other | Apr 17, 2024 | Oct 22, 2024 (188 d) |
| Van Michael Schepers | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Audent Global Asset Management, LLC independent RIA | Wirehouse to independent RIA | Mar 25, 2024 | Nov 6, 2024 (226 d) |
| Ajeya Kukreja | Park Avenue Securities LLC BD affiliated | Audent Global Asset Management, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Feb 23, 2021 | Feb 12, 2021 |
| Paul Loren Feinstein | Private Advisor Group, LLC independent RIA | Audent Global Asset Management, LLC no RAUM | RIA to a newly registered adviser | Sep 1, 2020 | Aug 18, 2020 |
Page 1 of 1
5 moves match.