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 Varra Financial
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 |
|---|---|---|---|---|---|
| Matthew Brian Danaher | U.S. Bancorp Advisors, LLC BD affiliated | Varra Financial independent RIA | Affiliated broker-dealer or bank to independent RIA | Mar 20, 2026 | May 7, 2026 (48 d) |
| Mahone Taylor Tarrall | Western Wealth Management LLC independent RIA | Varra Financial independent RIA | RIA to RIA | Feb 4, 2026 | Feb 23, 2026 |
| Evan Blake Welch | LPL Financial LLC BD affiliated | Varra Financial no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Jun 28, 2023 | Jan 31, 2023 |
| Gina Marie Varra | National Planning Corporation ("Npc Of America" In Fl & Ny) other | Varra Financial no RAUM | Other | Dec 5, 2017 | Dec 22, 2022 (1843 d) |
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4 moves match.