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 Conquis Financial 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
Brieanna Rain FordCapital Advantage, Inc. independent RIAConquis Financial LLC independent RIARIA to RIAMar 31, 2025Apr 4, 2025
Adam Bashir GovaniSummitry, LLC independent RIAConquis Financial LLC independent RIARIA to RIASep 28, 2023Oct 6, 2023
Katherine Ann SimmondsMariner Independent independent RIAConquis Financial LLC no RAUMRIA to a newly registered adviserJul 5, 2022May 19, 2022
Joshua Ferber LevineMariner Independent independent RIAConquis Financial LLC no RAUMRIA to a newly registered adviserJul 5, 2022May 19, 2022
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4 moves match.