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 Moller 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Nancy Jane Fehrenbach | Moller Wealth Partners independent RIA | Nadler Financial Group, Inc. independent RIA | RIA to RIA | Feb 19, 2025 | Jun 20, 2025 (121 d) |
| John Benjamin Nowak | Moller Wealth Partners independent RIA | Alo Financial Planning independent RIA | RIA to RIA | Aug 16, 2018 | Aug 10, 2018 |
| Patricia Diane Hughes | Moller Wealth Partners other | Lake Life Wealth Advisory Group state registered | Other | Nov 13, 2017 | Feb 7, 2018 (86 d) |
| Tamra Rae Wener | Moller Wealth Partners other | Rw Financial Planning, LLC unclassified | Other | Mar 27, 2015 | Jan 4, 2016 (283 d) |
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4 moves match.