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 Eight 31 Financial, 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 |
|---|---|---|---|---|---|
| Dane Edward Crunk | Syntal Capital Partners, LLC independent RIA | Eight 31 Financial, LLC no RAUM | RIA to a newly registered adviser | Sep 11, 2023 | Sep 14, 2023 |
| Raquel L Padilla | Syntal Capital Partners, LLC independent RIA | Eight 31 Financial, LLC independent RIA | RIA to RIA | Sep 11, 2023 | Mar 15, 2024 (186 d) |
| Cade Allen Jones | Syntal Capital Partners, LLC independent RIA | Eight 31 Financial, LLC no RAUM | RIA to a newly registered adviser | Sep 11, 2023 | Sep 14, 2023 |
| Cressinda Nash Hyatt | Syntal Capital Partners, LLC other | Eight 31 Financial, LLC independent RIA | Other | Oct 30, 2015 | Apr 11, 2024 (3086 d) |
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4 moves match.