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 Ifc Advisors 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 |
|---|---|---|---|---|---|
| Michael Meylor | Wells Fargo Advisors wirehouse | Ifc Advisors LLC independent RIA | Wirehouse to independent RIA | Nov 25, 2024 | Mar 30, 2026 (490 d) |
| Kennedy S Reardon | Wells Fargo Advisors wirehouse | Ifc Advisors LLC independent RIA | Wirehouse to independent RIA | Nov 25, 2024 | Mar 30, 2026 (490 d) |
| Rex Barton Jones | Wells Fargo Advisors wirehouse | Ifc Advisors LLC no RAUM | Wirehouse to a newly registered adviser (no RAUM reported yet) | Nov 19, 2024 | Nov 6, 2024 |
| Marco Mendoza | Wells Fargo Advisors wirehouse | Ifc Advisors LLC no RAUM | Wirehouse to a newly registered adviser (no RAUM reported yet) | Nov 15, 2024 | Nov 6, 2024 |
| Francois Dirk Viljoen | Wells Fargo Advisors wirehouse | Ifc Advisors LLC no RAUM | Wirehouse to a newly registered adviser (no RAUM reported yet) | Nov 15, 2024 | Nov 6, 2024 |
| Marc Allen Ackerman | Wells Fargo Advisors wirehouse | Ifc Advisors LLC no RAUM | Wirehouse to a newly registered adviser (no RAUM reported yet) | Nov 13, 2024 | Nov 6, 2024 |
| Eric Thomas Zurbrugg | Wells Fargo Advisors wirehouse | Ifc Advisors LLC no RAUM | Wirehouse to a newly registered adviser (no RAUM reported yet) | Nov 13, 2024 | Nov 6, 2024 |
| Craig W Thomas | Wells Fargo Advisors wirehouse | Ifc Advisors LLC no RAUM | Wirehouse to a newly registered adviser (no RAUM reported yet) | Nov 11, 2024 | Nov 6, 2024 |
| Nhaman Pelphrey | Wells Fargo Advisors wirehouse | Ifc Advisors LLC no RAUM | Wirehouse to a newly registered adviser (no RAUM reported yet) | Nov 11, 2024 | Nov 6, 2024 |
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9 moves match.