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 Balance Wealth

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.

AdvisorFromToTypeLeftRegistered
Larry Eugene ThompsonAgdeavor Investments independent RIABalance Wealth independent RIARIA to RIAMar 24, 2026Oct 24, 2025
Adam Chase FitchBolt Financial Group, Inc independent RIABalance Wealth independent RIARIA to RIAMar 24, 2026May 19, 2025
Shaun Thomas CarneyAgdeavor Investments independent RIABalance Wealth independent RIARIA to RIAMar 24, 2026May 6, 2025
David Lee MarlinAgdeavor Investments independent RIABalance Wealth independent RIARIA to RIAMar 24, 2026May 23, 2025
Nora Catherine LamendolaBolt Financial Group, Inc independent RIABalance Wealth independent RIARIA to RIAMar 24, 2026May 19, 2025
Tyler Patrick PurcellKiplinger Wealth Advisors independent RIABalance Wealth independent RIARIA to RIAOct 31, 2024Nov 4, 2024
Timothy Jefferson PowerWealthsource? independent RIABalance Wealth independent RIARIA to RIAJun 7, 2024Mar 15, 2024
Robert Jerry GavlakWealthsource? independent RIABalance Wealth independent RIARIA to RIAJun 6, 2024Mar 14, 2024
Nicholas Carter GookinOnedigital institutionalBalance Wealth independent RIAOtherJun 5, 2024Jul 22, 2024 (47 d)
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9 moves match.