Dated events with a source
How events are datedEvery event names how it is dated: a filing date, a registration date or a roster snapshot.Facts are what a form says; derived events compare two filings; inferences (a control person absent from the next Schedule A) are labelled as such. None of these is a prediction.Filters
Filters
Family
Type
Date
Events on the tape by the month they are dated · This month (Nov 2026): 59 · Oct 2026: 21,562
Events on the tape by the month they are datedClick a month to filter
Nov ’25FebMayAugNov
Advisors and teamsOwnership and M&AEverything else
- dated in 13 months
- 166,202
- advisor firm changes
- 23,087
- lift-outs and absorptions
- 2,224
- control and owner changes
- 17,713
11,145 changes
- registration22 Oct 2026Team lift-outderived
Evidence
- Before
- Firm CRD: 301819; Firm name: Ieq Capital, LLC; Registered headcount: 196
- After
- Members: 10; Firm CRD: 344599; Firm name: Maveriq Capital Group LLC; Last left at: 2026-10-28; Share of firm: 0.05
- Confidence
- 85%
10 advisors - registration27 Oct 2026Firm absorbed (people side)derived
Evidence
- Before
- Firm CRD: 148781; Firm name: Capwealth Advisors, LLC; Registered headcount: 10
- After
- Members: 10; Firm CRD: 319448; Firm name: Corient; Last left at: 2026-10-27; Share of firm: 1
- Confidence
- 75%
10 advisors - registration29 Oct 2026Team lift-out2 eventsTeam lift-out, 2 events, on 29 Oct 20263 advisors to 5 advisors
- registration15 Oct 2026Firm absorbed (people side)derived
Evidence
- Before
- Firm CRD: 220519; Firm name: Summit Trail Advisors, LLC; Registered headcount: 24
- After
- Members: 17; Firm CRD: 319448; Firm name: Corient; Last left at: 2026-10-15; Share of firm: 0.71
- Confidence
- 75%
17 advisors
+88,371 additional signals match these filters
Each with the firm or advisor it is about, the date, the evidence class and the filing it comes from.
Every name, record and relationship behind this count, with the source on each.
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Most important first: the last 180 days, ranked by size, recency, kind of change and evidence. One change reported several ways is one line, and the count is of lines: 11,145 changes from 88,376 reported events.