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 Podell Financial Group 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Jennifer Vaughn Kerr | Slavic Mutual Funds Management Corp. institutional | Podell Financial Group LLC independent RIA | Other | Jul 15, 2025 | Aug 4, 2025 |
| David Yates | Eagle Strategies LLC BD affiliated | Podell Financial Group LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Jun 14, 2023 | May 24, 2023 |
| Michael Joseph Kelly | Eagle Strategies LLC BD affiliated | Podell Financial Group LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Jun 14, 2023 | May 24, 2023 |
| David Podell | Eagle Strategies LLC BD affiliated | Podell Financial Group LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jun 14, 2023 | Feb 6, 2025 (603 d) |
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4 moves match.