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 Index Fund Advisors, 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.

AdvisorFromToTypeLeftRegistered
Becky Rees VasquezIndex Fund Advisors, Inc. independent RIAThree Arch Wealth Management LLC no RAUMRIA to a newly registered adviserJan 10, 2025Jan 8, 2025
Sunni Danae AllenIndex Fund Advisors, Inc. independent RIAThree Arch Wealth Management LLC no RAUMRIA to a newly registered adviserJan 10, 2025Jan 9, 2025
Tyler Richard VasquezIndex Fund Advisors, Inc. independent RIAThree Arch Wealth Management LLC independent RIARIA to RIAJan 10, 2025Aug 6, 2025 (208 d)
Timmy Lee BakerIndex Fund Advisors, Inc. independent RIAWealthcare Advisory Partners LLC independent RIARIA to RIAMar 26, 2024Jun 4, 2024 (70 d)
Sean Robert DignanIndex Fund Advisors, Inc. independent RIAGordon Carlson & Associates otherOtherAug 3, 2020Jul 15, 2022 (711 d)
Thomas Joseph PohlenIndex Fund Advisors, Inc. independent RIAMcmill Cpa And Advisors independent RIARIA to RIAMar 4, 2019Sep 10, 2020 (556 d)
Thomas George AllenIndex Fund Advisors, Inc. otherMcmill Cpa And Advisors otherOtherNov 13, 2017Nov 28, 2017
Michael Carl WellsIndex Fund Advisors, Inc. otherThe Better 401(K) Source state registeredOtherNov 19, 2015Jun 26, 2017 (585 d)
David Bruce RichardsIndex Fund Advisors, Inc. otherGenerational Wealth Advisors otherOtherJun 1, 2015Jun 10, 2015
Cheri Ada FranklinIndex Fund Advisors, Inc. otherDynamic otherOtherApr 1, 2015Apr 7, 2015
Jay David FranklinIndex Fund Advisors, Inc. otherDynamic otherOtherApr 1, 2015Apr 7, 2015
John Oakley ResurreccionIndex Fund Advisors, Inc. otherLPL Financial LLC otherOtherFeb 21, 2014Mar 10, 2014
Roger James TrinwithIndex Fund Advisors, Inc. otherUBS Financial Services Inc. wirehouseOtherSep 10, 2013Sep 10, 2013
Urban Walter AdamsIndex Fund Advisors, Inc. otherWestpark Asset Management LLC unclassifiedOtherJan 6, 2012Jun 14, 2012 (160 d)
Theodore James FischerIndex Fund Advisors, Inc. otherFischer Investment Strategies, LLC no RAUMOtherDec 20, 2011Dec 16, 2011
Brenton Lloyd DevoreIndex Fund Advisors, Inc. otherDevore Financial Advisors unclassifiedOtherNov 22, 2010Jul 28, 2011 (248 d)
Matthew CooperIndex Fund Advisors, Inc. otherDimensional Fund Advisors LP otherOtherOct 5, 2009Mar 2, 2010 (148 d)
Jeffrey Bruce BroadhurstIndex Fund Advisors, Inc. otherThree Pillars Wealth Management, LLC unclassifiedOtherMar 19, 2007Nov 2, 2011 (1689 d)
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18 moves match.