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 Kanan Advisors
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 |
|---|---|---|---|---|---|
| Steven David Karkenny | Integrity Financial Corporation independent RIA | Kanan Advisors state registered | RIA to a state-registered adviser | Sep 29, 2025 | Sep 30, 2025 |
| Taylor Christian Snider | Integrity Financial Corporation independent RIA | Kanan Advisors state registered | RIA to a state-registered adviser | Sep 29, 2025 | Nov 17, 2025 (49 d) |
| Adam Michael Anschultz | Integrity Financial Corporation independent RIA | Kanan Advisors state registered | RIA to a state-registered adviser | May 12, 2025 | Jul 28, 2026 (442 d) |
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3 moves match.