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 Sorenson Impact Advisory
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 |
|---|---|---|---|---|---|
| Courtney Lavin Joyner | Align Impact, LLC independent RIA | Sorenson Impact Advisory other | Other | May 1, 2026 | Aug 12, 2026 (103 d) |
| Kristin Marie Viola | Align Impact, LLC independent RIA | Sorenson Impact Advisory other | Other | May 1, 2026 | Aug 12, 2026 (103 d) |
| Lauren Jane Sercu | Sepio Capital, LP independent RIA | Sorenson Impact Advisory no RAUM | RIA to a newly registered adviser | Jun 24, 2022 | Jan 19, 2023 (209 d) |
| John Duffield Meyercord | Bienville Capital Management, LLC mixed wealth | Sorenson Impact Advisory other | Other | Oct 2, 2019 | Aug 12, 2026 (2506 d) |
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4 moves match.