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 X 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
Clark Douglas StevensIndependent Financial Group, LLC BD affiliatedX Advisors, LLC independent RIAAffiliated broker-dealer or bank to independent RIAOct 15, 2025Mar 27, 2024
Loren James GrabauIndependent Financial Group, LLC BD affiliatedX Advisors, LLC independent RIAAffiliated broker-dealer or bank to independent RIAAug 19, 2025Aug 10, 2021
Ryan Steven GorskiIndependent Financial Group, LLC BD affiliatedX Advisors, LLC independent RIAAffiliated broker-dealer or bank to independent RIAAug 12, 2025Aug 10, 2021
Trevor S CraneIndependent Financial Group, LLC BD affiliatedX Advisors, LLC independent RIAAffiliated broker-dealer or bank to independent RIAJan 17, 2023Jul 11, 2022
Ben Thomas MccollumIndependent Financial Group, LLC BD affiliatedX Advisors, LLC independent RIAAffiliated broker-dealer or bank to independent RIAOct 5, 2022Mar 23, 2023 (169 d)
James CurranEdward Jones national BDX Advisors, LLC independent RIAAffiliated broker-dealer or bank to independent RIAMay 10, 2022May 10, 2022
Nancy Yen ChangMML Investors Services, LLC BD affiliatedX Advisors, LLC independent RIAAffiliated broker-dealer or bank to independent RIASep 29, 2021Sep 27, 2021
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7 moves match.