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.
- Frank A Gomez added a TX registration at J.P. Morgan Securities Llc
- Nicholas Martinez added a FL registration at Fisher Investments
- Zachary Russell added a MO registration at Enlightnu Wealth Llc
- Jeffrey Brent Groves added a TX registration at Sequent Planning, Llc
- Nicholas Brandon Armstrong added a FL registration at Florida Financial Advisors, Llc
- Anjana Rao Ashok Kumar added a OH registration at Citizens Securities, Inc.
- Paige Ashley Wylie added a TX registration at Strategic Advisers Llc
- Nathan A Stepp added a TX registration at Edward Jones
- Elias Chamoun added a TX registration at J.P. Morgan Securities Llc
- Samuel Wilson Griggs added a TX registration at Lpl Financial Llc
- Liam Xavier Leahy added a TX registration at Florida Financial Advisors, Llc
- Asher Hoopes added a LA registration at Td Private Client Wealth Llc
- Zachary Joshua Pumerantz added a DE registration at Park Avenue Securities Llc
- Heatherann Sally Bozeman added a TX registration at First Command Advisory Services
- Clayton Ayres added a WY registration at Strategic Advisers Llc
- Timothy Andrew Odell added a CA registration at Citizens Securities, Inc.
- Briggin R Bluemel added a UT registration at Lpl Financial Llc
- Shane G Miller added a TX registration at Raymond James & Associates, Inc.
- Abraham Dillan Tillman added a LA registration at Td Private Client Wealth Llc
- Jan-Luca Frick added a NJ registration at Neuberger Berman Bd Llc
- David H Carns added a TX registration at Strategic Advisers Llc
- Michelle Boyce added a OH registration at Park Avenue Securities Llc
- Andrew C Batson added a TX registration at Edward Jones
- Tyler Vogel added a TX registration at Ameriprise Financial Services, Llc
- Stephen Scheer added a TX registration at Strategic Advisers Llc
- Jennifer Glacken added a TX registration at Financial Celebrations
- Mark Thomas Woodfield added a IL registration at Centaurus Financial, Inc.
- Mason Oteri added a NJ registration at Ameriprise Financial Services, Llc
- Evan J Thornton added a TX registration at Equitable Advisors, Llc
- Carter Maxwell Rivers added a MI registration at Cornerstone Financial Consulting, Llc
- Daesun Sims added a FL registration at Fisher Investments
- Curtis Lamont Davis added a LA registration at Td Private Client Wealth Llc
- Ember Savannah Lytle added a TX registration at Florida Financial Advisors, Llc
- William Thomas Henry added a TX registration at Willis Towers Watson Securities, Llc
- Shane Joseph Corrigan added a FL registration at Florida Financial Advisors, Llc
- William Thomas Henry added a IL registration at Willis Towers Watson Securities, Llc
- Robert James Travers added a KS registration at Usa Financial Securities Llc
- Stephen Paul Meihaus added a KY registration at Morgan Stanley
- Paulson Edum added a NH registration at Td Private Client Wealth Llc
- Paulson Edum added a ME registration at Td Private Client Wealth Llc
- Jingwei He added a NY registration at Merrill Lynch, Pierce, Fenner & Smith Incorporated
- Chidera Uchechukwu Nwangwu added a TX registration at J.P. Morgan Securities Llc
- Aaron Barnes added a FL registration at Fisher Investments
- Fuser Juliano Rodriguez added a WV registration at Td Private Client Wealth Llc
- Jaedon Collett Hands added a GA registration at Morgan Stanley
- Mckenna Marie Nolan added a MD registration at Edward Jones
- Cole Niederhauser added a UT registration at Morgan Stanley
- Maxwell L Vischer added a TX registration at Edward Jones
- Sandra Anne Williams added a NY registration at Park Avenue Securities Llc
- Noah Joseph Domangue added a KY registration at Park Avenue Securities Llc
- Michael Ryan Johnson added a CA registration at Lpl Enterprise, Llc
- Jeanine Morris added a KY registration at Strategic Wealth Investment Group, Llc
- Juan Pablo Fortoul Solorzano added a NJ registration at Insigneo Advisory Services, Llc
- Kristen Caseley added a NH registration at Scs Capital Management Llc
- Jessica Wiggins Childers added a TX registration at Edward Jones
- Steven Everett Parisi added a OH registration at Park Avenue Securities Llc
- Michael Ryan Difiore added a TX registration at Park Avenue Securities Llc
- Ryan Sacks added a PA registration at Wells Fargo Advisors
- Michael Ryan Difiore added a NH registration at Park Avenue Securities Llc
- Megan Anne Reilly added a AL registration at Columbia Management Investment Advisers, Llc
218,257 events match.