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 Dark Horse 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Bryan Sonderby | Diversify Advisory Services, LLC BD affiliated | Dark Horse Advisors LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Apr 30, 2025 | Jan 7, 2026 (252 d) |
| Blake Frederick Feindel | Presidio Capital Management, LLC independent RIA | Dark Horse Advisors LLC independent RIA | RIA to RIA | Jul 10, 2024 | Jan 2, 2026 (541 d) |
| Matthew D. Poole | First Allied Advisory Services, Inc. other | Dark Horse Advisors LLC independent RIA | Other | Jul 28, 2016 | Mar 21, 2023 (2427 d) |
| Kevin Sevier | First Allied Advisory Services, Inc. other | Dark Horse Advisors LLC independent RIA | Other | May 9, 2013 | Mar 21, 2023 (3603 d) |
Page 1 of 1
4 moves match.