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 Corvus Wealth Advisors 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
Brynne Colleen SpeizerEp Wealth Advisors independent RIACorvus Wealth Advisors LLC independent RIARIA to RIAOct 28, 2025Oct 23, 2025
Anthony Lyn LeontiUBS Financial Services Inc. wirehouseCorvus Wealth Advisors LLC independent RIAWirehouse to independent RIAApr 23, 2024Jul 11, 2024 (79 d)
Robert Alan GarciaGarcia Wealth Management Group, Inc. no RAUMCorvus Wealth Advisors LLC no RAUMOtherMar 29, 2021Dec 15, 2020
Stephanie Christina KempGarcia Wealth Management Group, Inc. no RAUMCorvus Wealth Advisors LLC no RAUMOtherMar 29, 2021Jan 12, 2021
Alison Rose ShannonGarcia Wealth Management Group, Inc. no RAUMCorvus Wealth Advisors LLC no RAUMOtherMar 29, 2021Jan 12, 2021
Carolyn Jane HerzogCompass Financial Planning, LLC no RAUMCorvus Wealth Advisors LLC no RAUMOtherMar 24, 2021Jan 12, 2021
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6 moves match.