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 Fiduciary Organization, 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 |
|---|---|---|---|---|---|
| Joshua Mcknight Glenn | Edward Jones national BD | Fiduciary Organization, LLC state registered | Affiliated broker-dealer or bank to a state-registered adviser | Aug 17, 2026 | Aug 14, 2026 |
| Gregory Taylor Goff | Sound Wealth Management unclassified | Fiduciary Organization, LLC state registered | Other | Mar 4, 2025 | Sep 26, 2024 |
| Daniel Erik Milks | Oneascent Financial Services LLC independent RIA | Fiduciary Organization, LLC state registered | RIA to a state-registered adviser | Jul 3, 2023 | Nov 13, 2024 (499 d) |
| Graham Robert Morris | Oneascent Financial Services LLC independent RIA | Fiduciary Organization, LLC state registered | RIA to a state-registered adviser | Apr 21, 2023 | Mar 25, 2025 (704 d) |
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4 moves match.