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 Moralis Technologies, 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
Jessica ChominskiStonecrop Wealth Advisors, LLC independent RIAMoralis Technologies, LLC independent RIARIA to RIAMar 4, 2026Mar 19, 2026
Gregory Joseph BronsonMfa Wealth Advisors, LLC independent RIAMoralis Technologies, LLC independent RIARIA to RIANov 10, 2025Jan 3, 2023
Charles Lee DavisMfa Wealth Advisors, LLC independent RIAMoralis Technologies, LLC independent RIARIA to RIAMay 30, 2025Sep 8, 2022
Jay Andrew FunyakMfa Wealth Advisors, LLC independent RIAMoralis Technologies, LLC independent RIARIA to RIAApr 17, 2025Jun 5, 2024
Sean Albert TomkoMfa Wealth Advisors, LLC independent RIAMoralis Technologies, LLC independent RIARIA to RIAFeb 23, 2024Jan 24, 2024
Mary Elizabeth KeeganMfa Wealth Advisors, LLC independent RIAMoralis Technologies, LLC no RAUMOtherSep 22, 2022Nov 24, 2021
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6 moves match.