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 Ewa, 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
Drew David DeimelHbks Wealth Advisors independent RIAEwa, LLC independent RIARIA to RIASep 5, 2025Oct 7, 2025 (32 d)
Devin Sami FaddoulOrigin Investment Advisory LLC independent RIAEwa, LLC independent RIARIA to RIAJul 8, 2024Jul 8, 2024
Tyler HoustonInterchange Capital Partners independent RIAEwa, LLC independent RIARIA to RIAMay 31, 2024Jan 20, 2026 (599 d)
Stephanie G BogdenNewedge Advisors BD affiliatedEwa, LLC independent RIAAffiliated broker-dealer or bank to independent RIAMay 12, 2022Jun 4, 2022
Matthew Bishop BlockiNorthwestern Mutual Investment Services,LLC no RAUMEwa, LLC no RAUMOtherJun 2, 2020Jun 1, 2020
Nicklaus A StonesiferNorthwestern Mutual Investment Services,LLC no RAUMEwa, LLC no RAUMOtherJun 2, 2020Jun 1, 2020
Trevor M YorkNorthwestern Mutual Investment Services,LLC no RAUMEwa, LLC no RAUMOtherJun 2, 2020Jun 1, 2020
Jake Gilchrist MccrackenNorthwestern Mutual Investment Services,LLC no RAUMEwa, LLC no RAUMOtherSep 14, 2016Jun 1, 2020 (1356 d)
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8 moves match.