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 Foronjy Financial

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
Emily Sarah GoodmanEp Wealth Advisors independent RIAForonjy Financial independent RIARIA to RIAApr 22, 2025Mar 21, 2025
Casey Elsworth MarksMariner Advisor Network BD affiliatedForonjy Financial independent RIAAffiliated broker-dealer or bank to independent RIAOct 7, 2024Feb 6, 2025 (122 d)
Austin John NeddenriepBayou Bridge Capital Advisors, LLC state registeredForonjy Financial independent RIAOtherDec 15, 2022Jul 31, 2026 (1324 d)
Bryan Charles ForonjyLPL Financial LLC BD affiliatedForonjy Financial independent RIAAffiliated broker-dealer or bank to independent RIAOct 8, 2020Jan 1, 2025 (1546 d)
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4 moves match.