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 Evernest Financial Advisors
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 |
|---|---|---|---|---|---|
| Dylan Fisher | Mitchell Vaught & Taylor Inc independent RIA | Evernest Financial Advisors independent RIA | RIA to RIA | May 27, 2025 | Apr 14, 2025 |
| Joshua Eugene Johnson | Cerity Partners LLC independent RIA | Evernest Financial Advisors independent RIA | RIA to RIA | Mar 15, 2024 | Jun 17, 2024 (94 d) |
| Kevin William Stillman | Sanctuary Advisors, LLC BD affiliated | Evernest Financial Advisors no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Dec 12, 2023 | Nov 10, 2023 |
| Niki Fowler Woodworth | Sanctuary Advisors, LLC BD affiliated | Evernest Financial Advisors no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Dec 12, 2023 | Nov 10, 2023 |
| Frank Joseph Esposito | Sanctuary Advisors, LLC BD affiliated | Evernest Financial Advisors no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Dec 11, 2023 | Nov 10, 2023 |
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5 moves match.