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.
Signals
Dated events with a source
Every 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.
- Luis R. Dacosta added a NC registration at Inovo Wealth Architects
- Luis R. Dacosta added a VA registration at Inovo Wealth Architects
- Luis R. Dacosta added a ME registration at Inovo Wealth Architects
- Matthew John Rose added a PA registration at Valic Financial Advisors, Inc.
- Dominic Jon Agostini added a RI registration at State Farm Investment Management Corp.
- Joseph Earl Andrews added a TX registration at Raymond James & Associates, Inc.
- Kubilay Erturk Isbilen added a CO registration at Valic Financial Advisors, Inc.
- Samia Tony Elias added a CA registration at Citizens Securities, Inc.
- Samia Tony Elias added a NC registration at Citizens Securities, Inc.
- Danielle B Amundson added a AZ registration at Valmark Advisers, Inc.
- Tara Lynn Bybee added a TX registration at Edward Jones
- Brent Jameson Petty added a TX registration at Cwm, Llc
- Darryl Clayton Jones added a IN registration at State Farm Investment Management Corp.
- Brian Jeffrey Hamel added a IN registration at Retiremitten Financial Llc
- Brian Jeffrey Hamel added a TX registration at Retiremitten Financial Llc
- Thomas Durrell Hunt added a NC registration at The Burney Company
- John Grant Woodhead added a UT registration at Alliant Securities, Inc. Turner, Nord, Kienbaum
- Paul Conlon Yannalfo added a MA registration at Lpl Financial Llc
- Fei Tsum added a WV registration at Bny Mellon Securities Corporation
- Curtis Dean Harris added a CA registration at Cambridge Investment Research Advisors, Inc.
- John T Melkun added a CA registration at Park Avenue Securities Llc
- David William Ryan added a SC registration at New Horizon Wealth Management, Llc
- Lynn Margaret Cowman added a IA registration at Principal Advised Services
- Robert Harry Nicholson added a PA registration at State Farm Investment Management Corp.
- Jan Carlo Landi added a FL registration at Td Private Client Wealth Llc
- Stuart Lawrence Brisgel added a OH registration at B1 Financial
- Douglas Wellington Shultz added a AZ registration at Integrated Advisors Network Llc
- Travis Robert Ford added a CA registration at Creativeone Securities, Llc
- Rosanna Estrella Pimentel added a TX registration at State Farm Investment Management Corp.
- Amy Burton added a TX registration at State Farm Investment Management Corp.
- Jacob L. Wilson added a MA registration at Strategic Advisers Llc
- Nicholas S Souza added a MA registration at Voya Financial Advisors, Inc.
- Mark A Saunders added a KS registration at Park Avenue Securities Llc
- Sara Al-Obaidi added a FL registration at Citizens Securities, Inc.
- Wesley Pratt added a MA registration at Voya Financial Advisors, Inc.
- Brian Swensen Lifferth added a UT registration at Lpl Financial Llc
- Luis R. Dacosta added a NY registration at Inovo Wealth Architects
- Luis R. Dacosta added a WI registration at Inovo Wealth Architects
- Sam Te Su added a CA registration at Aegis Capital Corp.
- Joseph Stephen Razzano added a NY registration at Private Advisor Group, Llc
- Julianne S Wolfe added a VA registration at Ameriprise Financial Services, Llc
- Jack William Karasin added a MA registration at Ballentine Partners
- Fuser Juliano Rodriguez added a PA registration at Td Private Client Wealth Llc
- Gregg Richard Anderson added a WV registration at Osaic Wealth, Inc.
- Tyler Thomas Frost added a WY registration at Efs Advisors
- Eleanor Evangeline Millwood added a GA registration at First Citizens Investor Services, Inc.
- Ana Laurence Orriols added a NY registration at Merrill Lynch, Pierce, Fenner & Smith Incorporated
- Michael Lee Tonga added a TX registration at Wells Fargo Advisors
- Khalid Najadat added a NY registration at Td Private Client Wealth Llc
- Steven Bradley Kingsley added a SC registration at Apella Wealth
- Stefan A Szygiel added a TX registration at Edward Jones
- Maxwell Anthony Gorack added a TX registration at Alliancebernstein L.P.
- Ethan Fischel added a CA registration at Lpl Financial Llc
- Justin Lee Martin added a PA registration at Strategic Advisers Llc
- Jeffery Wagner added a CA registration at Madison Avenue Securities, Llc
- Aneesh Govindan Nair added a GA registration at Fisher Investments
- Alec Stephen Ardito added a PA registration at Morgan Stanley
- Christopher Bezich added a MI registration at Centaurus Financial, Inc.
- Bailey A. Nichols added a MA registration at Empower Advisory Group, Llc
- Steven Bradley Kingsley added a CT registration at Apella Wealth
217,387 events match.