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 Mercury Advisory, 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 |
|---|---|---|---|---|---|
| Emiliano Rios Caban | Fruitful independent RIA | Mercury Advisory, LLC other | Other | Oct 11, 2024 | Jun 7, 2024 |
| Connor Jameson Brady | Acorns independent RIA | Mercury Advisory, LLC other | Other | Dec 18, 2023 | Sep 9, 2024 (266 d) |
| Jacquelyn Jo Marquardt | LPL Financial LLC independent RIA | Mercury Advisory, LLC other | Other | Nov 25, 2022 | Feb 4, 2026 (1167 d) |
| Valery Vela | Cetera Advisor Networks LLC BD affiliated | Mercury Advisory, LLC other | Other | May 28, 2021 | Apr 3, 2026 (1771 d) |
| David Ryan Goldsmith | Cetera Advisor Networks LLC BD affiliated | Mercury Advisory, LLC other | Other | May 29, 2020 | Mar 11, 2024 (1382 d) |
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5 moves match.