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 Commercial Trust Financial Services
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 |
|---|---|---|---|---|---|
| Kyle Joseph Elliott | Convergence Financial independent RIA | Commercial Trust Financial Services no RAUM | RIA to a newly registered adviser | May 6, 2026 | Mar 16, 2026 |
| Cameron Austin Byrd | Convergence Financial independent RIA | Commercial Trust Financial Services no RAUM | RIA to a newly registered adviser | May 6, 2026 | Mar 16, 2026 |
| Cole Benjamin Horstmann | Convergence Financial independent RIA | Commercial Trust Financial Services no RAUM | RIA to a newly registered adviser | May 6, 2026 | Mar 23, 2026 |
| Jeffrey Teel Kenney | Convergence Financial independent RIA | Commercial Trust Financial Services no RAUM | RIA to a newly registered adviser | May 6, 2026 | Mar 23, 2026 |
| Austin Francis | Convergence Financial independent RIA | Commercial Trust Financial Services no RAUM | RIA to a newly registered adviser | May 6, 2026 | Mar 23, 2026 |
Page 1 of 1
5 moves match.