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 Forthright Partnerstm
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 |
|---|---|---|---|---|---|
| Marc Paul Sultan | Cuso Financial Services, L.P. BD affiliated | Forthright Partnerstm state registered | Affiliated broker-dealer or bank to a state-registered adviser | Apr 8, 2024 | Jan 1, 2026 (633 d) |
| Eron Stephanie Kennedy | Trident Capital Advisors, LLC state registered | Forthright Partnerstm state registered | Other | Sep 21, 2022 | Sep 9, 2025 (1084 d) |
| Devan Christopher Wyson | LPL Financial LLC BD affiliated | Forthright Partnerstm state registered | Affiliated broker-dealer or bank to a state-registered adviser | Jul 1, 2021 | Jan 27, 2022 (210 d) |
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3 moves match.