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 Faith Investor Services

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
Kevin J HowardMorgan Stanley wirehouseFaith Investor Services mixed wealthWirehouse to independent RIAFeb 25, 2026Mar 16, 2026
John Paul SchmidtWells Fargo Advisors wirehouseFaith Investor Services mixed wealthWirehouse to independent RIAFeb 24, 2026Mar 16, 2026
Steven Thomas NelsonCapital Insight Partners, LLC independent RIAFaith Investor Services asset managerOtherJan 2, 2026Sep 15, 2023
Richard David ArmstrongMoneta Group Investment Advisors, LLC independent RIAFaith Investor Services mixed wealthRIA to RIAMar 10, 2025Apr 23, 2025 (44 d)
Jason Matthew PeroniRetirement Specialty Group, Inc. independent RIAFaith Investor Services asset managerOtherSep 15, 2023Sep 14, 2023
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5 moves match.