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 Soulence Wealth Management

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.

AdvisorFromToTypeLeftRegistered
Jonathan Eric DurstelerLPL Financial LLC BD affiliatedSoulence Wealth Management independent RIAAffiliated broker-dealer or bank to independent RIAJun 22, 2026Aug 4, 2026 (43 d)
Jacob Marion MartinSl2 Investments LLC asset managerSoulence Wealth Management independent RIAOtherMar 2, 2026Mar 3, 2026
Gabriel Cory McmennamySl2 Investments LLC asset managerSoulence Wealth Management independent RIAOtherMar 2, 2026Mar 3, 2026
Andrew Scott BackenstossEdward Jones national BDSoulence Wealth Management independent RIAAffiliated broker-dealer or bank to independent RIAJul 28, 2025Mar 3, 2026 (218 d)
Christopher James AndersonCorecap Advisors BD affiliatedSoulence Wealth Management independent RIAAffiliated broker-dealer or bank to independent RIAMar 30, 2025Mar 3, 2026 (338 d)
Mustaque Haider ChoudhuryHornor, Townsend & Kent, LLC BD affiliatedSoulence Wealth Management independent RIAAffiliated broker-dealer or bank to independent RIAMay 31, 2024Mar 23, 2026 (661 d)
Gregory G NelsonScf Investment Advisors, Inc. BD affiliatedSoulence Wealth Management independent RIAAffiliated broker-dealer or bank to independent RIAMar 7, 2024Apr 10, 2026 (764 d)
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7 moves match.