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 Dhody Investment Group
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 |
|---|---|---|---|---|---|
| Ileana Maria Cohn | Raymond James Financial Services Advisors, Inc BD affiliated | Dhody Investment Group independent RIA | Affiliated broker-dealer or bank to independent RIA | Jul 12, 2022 | Nov 19, 2025 (1226 d) |
| Sanjan [No Middle Name] Dhody | Raymond James & Associates, Inc. national BD | Dhody Investment Group independent RIA | Affiliated broker-dealer or bank to independent RIA | Jun 3, 2022 | Oct 30, 2025 (1245 d) |
| Cheryl Beth Fineman | Raymond James & Associates, Inc. national BD | Dhody Investment Group independent RIA | Affiliated broker-dealer or bank to independent RIA | Jun 3, 2022 | Oct 16, 2025 (1231 d) |
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3 moves match.