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 Rhl Group, 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
Alexander Mark FinsterwaldAcorn Wealth Advisors, LLC independent RIARhl Group, LLC independent RIARIA to RIANov 5, 2025Nov 3, 2025
Randolph Thomas RedmondCambridge Investment Research Advisors, Inc. BD affiliatedRhl Group, LLC no RAUMAffiliated broker-dealer or bank to a newly registered adviserAug 30, 2024Aug 21, 2024
Paul Joseph PuroCambridge Investment Research Advisors, Inc. BD affiliatedRhl Group, LLC no RAUMAffiliated broker-dealer or bank to a newly registered adviserAug 30, 2024Aug 21, 2024
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3 moves match.