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 Cloud Capital Management

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
Joseph Ryan MorrisonJ.P. Morgan Securities LLC wirehouseCloud Capital Management independent RIAWirehouse to independent RIAMay 3, 2026Jun 7, 2026 (35 d)
Blake Andrew MartinArk Wealth Advisors, LLC independent RIACloud Capital Management independent RIARIA to RIAOct 8, 2025Oct 1, 2025
Kory Christiaan LackeyCorient BD affiliatedCloud Capital Management independent RIAAffiliated broker-dealer or bank to independent RIAJul 7, 2023Apr 12, 2024 (280 d)
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3 moves match.