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 Telos Partners 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 |
|---|---|---|---|---|---|
| Peter Fergus Hughes | Forrest Financial Partners LLC unclassified | Telos Partners LLC no RAUM | Other | Jul 22, 2026 | May 6, 2026 |
| Christopher Forrest Stevenson | Evolve Investing LLC unclassified | Telos Partners LLC no RAUM | Other | Jul 21, 2026 | Apr 29, 2026 |
| Nicholas Brian Stecklein | Diversify Wealth Management, LLC independent RIA | Telos Partners LLC no RAUM | RIA to a newly registered adviser | Jan 2, 2026 | Apr 29, 2026 (117 d) |
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3 moves match.