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

Departures from Shine Wealth Partners

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.

AdvisorFromToTypeLeftRegistered
Karen K. SalvatoreShine Wealth Partners independent RIACaptrust institutionalOtherDec 31, 2020Nov 25, 2020
Peter Andrew Vander PloegShine Wealth Partners independent RIACaptrust institutionalOtherDec 31, 2020Nov 25, 2020
Elisabeth Loeb JacobsonShine Wealth Partners independent RIACaptrust institutionalOtherDec 31, 2020Nov 25, 2020
James Blair CallahanShine Wealth Partners independent RIASaza Wealth Partners LLC unclassifiedOtherOct 8, 2020Dec 3, 2020 (56 d)
Kevin Michael ShullerShine Wealth Partners independent RIACedar Peak Wealth Advisors state registeredRIA to a state-registered adviserJul 12, 2019Dec 10, 2021 (882 d)
Andrew Justin MardockShine Wealth Partners otherMerit Wealth Management, LLC unclassifiedOtherDec 1, 2017Mar 2, 2018 (91 d)
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6 moves match.