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 Verdara Ppp 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 |
|---|---|---|---|---|---|
| Daniel R Carlson | Farther independent RIA | Verdara Ppp LLC no RAUM | RIA to a newly registered adviser | Jun 30, 2026 | Jul 20, 2026 |
| Casely George Doryumu | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Verdara Ppp LLC no RAUM | Wirehouse to a newly registered adviser (no RAUM reported yet) | Jun 16, 2026 | Sep 4, 2026 (80 d) |
| Robert Daniel Culberson | Onedigital institutional | Verdara Ppp LLC no RAUM | Other | Jul 24, 2025 | Jan 28, 2026 (188 d) |
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3 moves match.