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 Advisors On Call
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 |
|---|---|---|---|---|---|
| Mickey Mitsuo Payne | Wmbc independent RIA | Advisors On Call state registered | RIA to a state-registered adviser | Mar 22, 2025 | Sep 8, 2025 (170 d) |
| James Robert Mcmiller | Claraphi Advisory Network, LLC independent RIA | Advisors On Call state registered | RIA to a state-registered adviser | Dec 31, 2023 | Aug 11, 2022 |
| Gregory Avery Ramirez | Claraphi Advisory Network, LLC independent RIA | Advisors On Call state registered | RIA to a state-registered adviser | Dec 6, 2022 | Feb 23, 2024 (444 d) |
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3 moves match.