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 Yarash Global Solutions Inc.
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 |
|---|---|---|---|---|---|
| Candace Lenae Lathan | Principal Securities, Inc. BD affiliated | Yarash Global Solutions Inc. mixed wealth | Affiliated broker-dealer or bank to independent RIA | Jan 15, 2026 | Jul 15, 2026 (181 d) |
| Michael Gorean Stewart | Morgan Stanley wirehouse | Yarash Global Solutions Inc. no RAUM | Wirehouse to a newly registered adviser (no RAUM reported yet) | Mar 28, 2025 | Mar 28, 2025 |
Page 1 of 1
2 moves match.