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 Kure 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.

AdvisorFromToTypeLeftRegistered
Jack WaletichBerger Financial Group independent RIAKure Advisory, LLC independent RIARIA to RIAOct 24, 2025Oct 29, 2025
Michael John GranboisCg Advisory Services independent RIAKure Advisory, LLC independent RIARIA to RIAJul 9, 2022Jun 25, 2021
Karen Elizabeth StayCg Advisory Services independent RIAKure Advisory, LLC independent RIARIA to RIAJul 9, 2022Jun 18, 2021
Joshua J NolbyCg Advisory Services independent RIAKure Advisory, LLC independent RIARIA to RIAJul 9, 2022Jun 18, 2021
Thomas John WadeCg Advisory Services independent RIAKure Advisory, LLC independent RIARIA to RIAJul 8, 2022Jun 18, 2021
Timothy Roy LovingTruadvice LLC independent RIAKure Advisory, LLC independent RIARIA to RIAJul 15, 2021May 18, 2021
Ryan Richard PoterackTruadvice LLC mixed wealthKure Advisory, LLC no RAUMRIA to a newly registered adviserFeb 15, 2021Feb 3, 2021
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7 moves match.