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 Intellus 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 |
|---|---|---|---|---|---|
| Nathan Myer Shaffer | Raymond James & Associates, Inc. national BD | Intellus Advisors, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Aug 8, 2025 | Sep 10, 2025 (33 d) |
| Kearsley Barton Lewis | Raymond James & Associates, Inc. national BD | Intellus Advisors, LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Oct 8, 2024 | Oct 30, 2024 |
| Nancy Farias | Raymond James & Associates, Inc. national BD | Intellus Advisors, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Oct 7, 2024 | Aug 19, 2025 (316 d) |
| Karen M Chancy | Raymond James & Associates, Inc. national BD | Intellus Advisors, LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Oct 7, 2024 | Oct 30, 2024 |
| Tanner Jay Betts | Raymond James & Associates, Inc. national BD | Intellus Advisors, LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Oct 7, 2024 | Nov 8, 2024 (32 d) |
| Ryan Bousquet | Raymond James & Associates, Inc. national BD | Intellus Advisors, LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Oct 7, 2024 | Nov 13, 2024 (37 d) |
| Joshua Gary Sankes | Raymond James & Associates, Inc. national BD | Intellus Advisors, LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Oct 3, 2024 | Nov 5, 2024 (33 d) |
| James Charles Snyder | Raymond James & Associates, Inc. national BD | Intellus Advisors, LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Oct 3, 2024 | Nov 20, 2024 (48 d) |
| Kevin Rice | Raymond James & Associates, Inc. national BD | Intellus Advisors, LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Oct 2, 2024 | Nov 5, 2024 (34 d) |
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9 moves match.