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 Enlightnu Wealth 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 |
|---|---|---|---|---|---|
| Patrick Ishmael | Knights Of Columbus Asset Advisors LLC institutional | Enlightnu Wealth LLC state registered | Other | Jun 9, 2026 | Sep 15, 2026 (98 d) |
| Marvin L Musick | Sequent Planning, LLC independent RIA | Enlightnu Wealth LLC state registered | RIA to a state-registered adviser | Apr 8, 2026 | Jul 1, 2026 (84 d) |
| Adrian Dion Kennedy | Cetera Planning Partners independent RIA | Enlightnu Wealth LLC state registered | RIA to a state-registered adviser | Jun 12, 2025 | Sep 15, 2026 (460 d) |
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3 moves match.