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 Apricity 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.

AdvisorFromToTypeLeftRegistered
Christopher Gabriel ChavezFisher Investments independent RIAApricity Financial, LLC independent RIARIA to RIAJun 26, 2026Jul 17, 2026
Ruth ChiccaKestra Advisory Services, LLC BD affiliatedApricity Financial, LLC independent RIAAffiliated broker-dealer or bank to independent RIAAug 26, 2025Dec 19, 2025 (115 d)
Michael Scott BerryAddicus Advisory, LLC independent RIAApricity Financial, LLC independent RIARIA to RIAMar 4, 2024Apr 29, 2024 (56 d)
Randy LongAddicus Advisory, LLC independent RIAApricity Financial, LLC independent RIARIA to RIAFeb 27, 2024Aug 5, 2024 (160 d)
Lindsey Marie CruzAmeriprise Financial Services, LLC national BDApricity Financial, LLC independent RIAAffiliated broker-dealer or bank to independent RIAFeb 26, 2007Sep 14, 2024 (6410 d)
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5 moves match.