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 Cabin 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
Robert Leo VonderharrQuincy Wells Advisors, LLC independent RIACabin Advisors, LLC independent RIARIA to RIAOct 16, 2025Nov 4, 2025
Walter Vincent NelsonArete Wealth Advisors, LLC BD affiliatedCabin Advisors, LLC independent RIAAffiliated broker-dealer or bank to independent RIAMay 1, 2025Sep 17, 2025 (139 d)
William Samuel BorleisArete Wealth Advisors, LLC BD affiliatedCabin Advisors, LLC independent RIAAffiliated broker-dealer or bank to independent RIAMay 1, 2025Apr 2, 2025
James Nicholas SarandisArete Wealth Advisors, LLC BD affiliatedCabin Advisors, LLC independent RIAAffiliated broker-dealer or bank to independent RIAMay 1, 2025May 29, 2025
Logan D CoxArete Wealth Advisors, LLC BD affiliatedCabin Advisors, LLC independent RIAAffiliated broker-dealer or bank to independent RIAMay 1, 2025Jan 8, 2026 (252 d)
Andrew Jonathan ChariparTryon Investments, LLC state registeredCabin Advisors, LLC independent RIAOtherApr 2, 2025Apr 4, 2025
Kyle Steven KlingerAmb Wealth, LLC mixed wealthCabin Advisors, LLC independent RIARIA to RIAAug 1, 2024Jul 24, 2024
Billy James AycockArete Wealth Advisors, LLC BD affiliatedCabin Advisors, LLC independent RIAAffiliated broker-dealer or bank to independent RIADec 12, 2023Dec 13, 2023
Christopher John PicciurroCenter Street Advisors, Inc. independent RIACabin Advisors, LLC independent RIARIA to RIAMar 29, 2023Aug 18, 2023 (142 d)
Sterling Vaughn LouviereClaraphi Advisory Network, LLC independent RIACabin Advisors, LLC independent RIARIA to RIADec 31, 2022Feb 12, 2026 (1139 d)
Lawrence Sheldon SteinbergClaraphi Advisory Network, LLC independent RIACabin Advisors, LLC independent RIARIA to RIADec 31, 2022Oct 28, 2022
Lee Audry GossClaraphi Advisory Network, LLC independent RIACabin Advisors, LLC independent RIARIA to RIADec 22, 2022May 3, 2023 (132 d)
Page 1 of 1
12 moves match.