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 Planfirst Inc
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 |
|---|---|---|---|---|---|
| Jeremy Scott Weaver | Planfirst Inc independent RIA | Eversource Wealth Advisors, LLC independent RIA | RIA to RIA | Mar 6, 2019 | Sep 4, 2026 (2739 d) |
| Norman Mauldin Avinger | Planfirst Inc independent RIA | Advisory Services Network independent RIA | RIA to RIA | Nov 28, 2018 | Nov 26, 2018 |
| Hans Timothy Blake | Planfirst Inc other | Intelligent Investing state registered | Other | May 23, 2017 | May 1, 2017 |
| Stacie Wallice | Planfirst Inc other | Waddell & Reed other | Other | Nov 12, 2007 | Jul 2, 2008 (233 d) |
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4 moves match.