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 Ensign Advisory Partners 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 |
|---|---|---|---|---|---|
| Gilbert Arthur Gallahar | LPL Enterprise, LLC BD affiliated | Ensign Advisory Partners LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Aug 14, 2026 | Aug 6, 2026 |
| Andres E Roodveldt | Zenith Wealth Advisors independent RIA | Ensign Advisory Partners LLC independent RIA | RIA to RIA | Jan 23, 2026 | Mar 24, 2026 (60 d) |
| James Coon | Pfg Advisors independent RIA | Ensign Advisory Partners LLC independent RIA | RIA to RIA | Mar 1, 2024 | Mar 12, 2024 |
| Joshua R Kehm | Oneamerica Securities, Inc. BD affiliated | Ensign Advisory Partners LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Apr 29, 2023 | May 2, 2023 |
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4 moves match.