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 Inbalance 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.

AdvisorFromToTypeLeftRegistered
David Chih HouEvoke Advisors independent RIAInbalance Advisors, LLC no RAUMOtherSep 4, 2026Jun 10, 2022
Mark Elliott SearEvoke Advisors independent RIAInbalance Advisors, LLC independent RIARIA to RIASep 4, 2026Jun 16, 2023
Melanie C JonesEvoke Advisors independent RIAInbalance Advisors, LLC independent RIARIA to RIASep 4, 2026Jun 16, 2023
Alex Nmn ShahidiAdvanced Research Investment Solutions, LLC institutionalInbalance Advisors, LLC no RAUMOtherJul 15, 2024Jun 10, 2022
Matthew Elliott SearJ.P. Morgan Private Wealth Advisors LLC BD affiliatedInbalance Advisors, LLC no RAUMAffiliated broker-dealer or bank to a newly registered adviserJun 4, 2019Feb 8, 2023 (1345 d)
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5 moves match.