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 Fci Advisors
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 |
|---|---|---|---|---|---|
| Jeffrey Wendell Jones | Fci Advisors mixed wealth | Essex Financial Services, Inc. independent RIA | RIA to RIA | Jan 28, 2025 | May 28, 2025 (120 d) |
| Eric Michael Barr | Fci Advisors other | Eternity Investment Advisors, LLC unclassified | Other | Jun 1, 2015 | Aug 13, 2015 (73 d) |
| Charles Thomas Simko | Fci Advisors other | Mainstreet Advisors other | Other | Aug 24, 2011 | Nov 3, 2011 (71 d) |
| Phillip B Gronniger | Fci Advisors other | Thornburg Investment Management Inc asset manager | Other | Aug 24, 2010 | Feb 6, 2026 (5645 d) |
| Paul Allen Mcclain | Fci Advisors other | Freedom Wealth Advisors, LLC state registered | Other | Apr 2, 2008 | Jul 20, 2010 (839 d) |
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5 moves match.