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 Cogentblue

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
Nicholas Lee HoogendykAcorn Creek Capital LLC independent RIACogentblue independent RIARIA to RIAMay 11, 2026May 12, 2026
Jacqueline Kelly KabelAcorn Creek Capital LLC independent RIACogentblue independent RIARIA to RIAJan 28, 2026Feb 10, 2026
Savannah Rose CooperMorris Financial Concepts, Inc. independent RIACogentblue independent RIARIA to RIAJul 2, 2025Jul 23, 2025
Wesley Spaulding BrownWealthcare Advisory Partners LLC independent RIACogentblue independent RIARIA to RIANov 3, 2021Nov 3, 2025 (1461 d)
Robert Verne BolenWealthcare Advisory Partners LLC independent RIACogentblue independent RIARIA to RIAOct 4, 2021Jan 2, 2025 (1186 d)
Jesse Kelin GilesSsn Advisory, Inc. otherCogentblue independent RIAOtherJan 12, 2015Jul 31, 2023 (3122 d)
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6 moves match.