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 Storen 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Alexander Scott Kiritschenko | Brass Tax Wealth Management independent RIA | Storen Financial no RAUM | RIA to a newly registered adviser | Dec 31, 2025 | Dec 18, 2025 |
| Kiran Bala Sharma | Brass Tax Wealth Management independent RIA | Storen Financial no RAUM | RIA to a newly registered adviser | Dec 31, 2025 | Dec 17, 2025 |
| Ronnie Lee Jackson | Brass Tax Wealth Management independent RIA | Storen Financial no RAUM | RIA to a newly registered adviser | Dec 31, 2025 | Dec 17, 2025 |
| Joseph John Cavazos | Brass Tax Wealth Management independent RIA | Storen Financial no RAUM | RIA to a newly registered adviser | Dec 31, 2025 | Jan 15, 2026 |
| Greg Alan Storen | LPL Financial LLC BD affiliated | Storen Financial no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Oct 6, 2020 | Dec 17, 2025 (1898 d) |
| James Brian Biggs | LPL Financial LLC BD affiliated | Storen Financial no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Oct 6, 2020 | Dec 18, 2025 (1899 d) |
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6 moves match.