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 Obran Capital 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Jordyn Middlebrooks | Saltbox Financial LLC independent RIA | Obran Capital Advisors LLC state registered | RIA to a state-registered adviser | Feb 24, 2026 | May 21, 2025 |
| Anna Penn Finklestein | Reynders, Mcveigh Capital Management, LLC independent RIA | Obran Capital Advisors LLC state registered | RIA to a state-registered adviser | Jan 6, 2025 | Aug 16, 2024 |
| Hendrix Rose Berry | Balanced Rock Investment Advisors independent RIA | Obran Capital Advisors LLC state registered | RIA to a state-registered adviser | Aug 30, 2022 | Aug 29, 2023 (364 d) |
| Leo Wilens Freeman | Adasina Social Capital independent RIA | Obran Capital Advisors LLC state registered | RIA to a state-registered adviser | Oct 21, 2021 | Jan 2, 2024 (803 d) |
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4 moves match.