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 Quantum Financial 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Rasheed Ahmed | Abacus Wealth Partners independent RIA | Quantum Financial Advisors, LLC independent RIA | RIA to RIA | Jul 29, 2026 | Jul 2, 2026 |
| Adam Guadalupe Salas | Wealth Architects, LLC independent RIA | Quantum Financial Advisors, LLC independent RIA | RIA to RIA | Jan 6, 2025 | Jan 7, 2025 |
| Jessica Lu-Buetow | Abacus Wealth Partners independent RIA | Quantum Financial Advisors, LLC independent RIA | RIA to RIA | Dec 4, 2024 | Jan 21, 2025 (48 d) |
| Wende Mattson Headley | Abacus Wealth Partners independent RIA | Quantum Financial Advisors, LLC no RAUM | RIA to a newly registered adviser | Mar 7, 2022 | Feb 7, 2022 |
| John Dah-Ji Eing | Abacus Wealth Partners independent RIA | Quantum Financial Advisors, LLC no RAUM | RIA to a newly registered adviser | Mar 7, 2022 | Feb 7, 2022 |
| Elizabeth James Greulich | Abacus Wealth Partners independent RIA | Quantum Financial Advisors, LLC no RAUM | RIA to a newly registered adviser | Mar 7, 2022 | Feb 7, 2022 |
| Scott Miller Swanson | Abacus Wealth Partners independent RIA | Quantum Financial Advisors, LLC no RAUM | RIA to a newly registered adviser | Mar 1, 2022 | Jan 3, 2022 |
| Kimberly Helm | Abacus Wealth Partners independent RIA | Quantum Financial Advisors, LLC independent RIA | RIA to RIA | Feb 22, 2022 | Jul 3, 2025 (1227 d) |
| Tracy Ann Shemano | Abacus Wealth Partners independent RIA | Quantum Financial Advisors, LLC independent RIA | RIA to RIA | Jan 31, 2022 | Jan 3, 2024 (702 d) |
| Alexandra Noelle Long | Abacus Wealth Partners independent RIA | Quantum Financial Advisors, LLC independent RIA | RIA to RIA | Jan 31, 2022 | Jan 3, 2024 (702 d) |
| Ryan Anthony Balderian | Abacus Wealth Partners independent RIA | Quantum Financial Advisors, LLC no RAUM | RIA to a newly registered adviser | Jan 31, 2022 | Feb 4, 2022 |
| Matthew John Higgins | Abacus Wealth Partners independent RIA | Quantum Financial Advisors, LLC no RAUM | RIA to a newly registered adviser | Jan 31, 2022 | Feb 1, 2022 |
| Darius Geiser Gagne | Abacus Wealth Partners independent RIA | Quantum Financial Advisors, LLC no RAUM | RIA to a newly registered adviser | Jan 28, 2022 | Jan 3, 2022 |
| David Allen Dewolf | Abacus Wealth Partners independent RIA | Quantum Financial Advisors, LLC no RAUM | RIA to a newly registered adviser | Jan 28, 2022 | Jan 3, 2022 |
| Jhojilyn V Malicdan | U.S. Bancorp Advisors, LLC other | Quantum Financial Advisors, LLC independent RIA | Other | Jan 26, 2015 | May 5, 2025 (3752 d) |
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15 moves match.