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 Nectarine
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 |
|---|---|---|---|---|---|
| David Robert Seufer | Gravitas Wealth Planning unclassified | Nectarine no RAUM | Other | Nov 25, 2025 | May 8, 2024 |
| Darci Colleen Zaunmiller | Ellevest independent RIA | Nectarine no RAUM | Other | Nov 24, 2025 | Jan 12, 2026 (49 d) |
| Matthew Thomas Gray | Pure Financial Advisors, LLC independent RIA | Nectarine no RAUM | Other | Oct 8, 2025 | Jan 30, 2026 (114 d) |
| Kathleen Brittany Boyd | Slp Wealth independent RIA | Nectarine no RAUM | Other | Sep 29, 2025 | Jan 15, 2026 (108 d) |
| Linda Nmn Grizely | Creative Planning Institutional Advisors, LLC institutional | Nectarine no RAUM | Other | Apr 8, 2025 | Jan 15, 2026 (282 d) |
| Melody Brady | Xypn Sapphire asset manager | Nectarine no RAUM | Other | Apr 1, 2025 | Jan 13, 2025 |
| Kimberly Ann Houston | Origin Investment Advisory LLC independent RIA | Nectarine no RAUM | Other | Feb 28, 2025 | Jan 17, 2025 |
| James Chigungu Mwombela | Slp Wealth independent RIA | Nectarine no RAUM | Other | Feb 7, 2025 | Jul 28, 2025 (171 d) |
| Mark Christopher Toreja Reyes | Nerdwallet Advisory no RAUM | Nectarine no RAUM | Other | Dec 20, 2024 | Jan 13, 2025 |
| Devin Patrick Watts | Panoramic Financial state registered | Nectarine no RAUM | Other | Dec 11, 2024 | Jan 14, 2025 (34 d) |
| Christopher George Reddick | Origin Investment Advisory LLC independent RIA | Nectarine no RAUM | RIA to a newly registered adviser | Jun 19, 2024 | Apr 10, 2024 |
| Max Chase Pashman | Origin Investment Advisory LLC independent RIA | Nectarine no RAUM | RIA to a newly registered adviser | Apr 29, 2024 | Apr 15, 2024 |
| Adam Nicholas Coleman | Core Planning independent RIA | Nectarine no RAUM | RIA to a newly registered adviser | Apr 2, 2024 | Apr 10, 2024 |
| Cristina Perez | Bayntree Wealth Advisors, LLC independent RIA | Nectarine no RAUM | RIA to a newly registered adviser | Feb 26, 2024 | Apr 19, 2024 (53 d) |
| Lillian Hope Irion | Experience Your Wealth, LLC independent RIA | Nectarine no RAUM | RIA to a newly registered adviser | Jan 3, 2024 | Jan 14, 2025 (377 d) |
| David Scott Barta | Origin Investment Advisory LLC independent RIA | Nectarine no RAUM | RIA to a newly registered adviser | Oct 24, 2023 | Mar 3, 2026 (861 d) |
| Nicholas Troubetzkoy Booth | J.P. Morgan Securities LLC wirehouse | Nectarine no RAUM | Wirehouse to a newly registered adviser (no RAUM reported yet) | Feb 23, 2022 | Apr 4, 2024 (771 d) |
| Arik Kermit Peterson | Principal Asset Management other | Nectarine no RAUM | Other | Jan 16, 2020 | Jan 29, 2025 (1840 d) |
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18 moves match.