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 Destiny Capital Corporation
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 |
|---|---|---|---|---|---|
| Tiffany J Charles | Destiny Capital Corporation independent RIA | Traction Financial Partners independent RIA | RIA to RIA | Jul 1, 2026 | Aug 5, 2026 (35 d) |
| Adam Jeffrey Warren | Destiny Capital Corporation independent RIA | Colefp state registered | RIA to a state-registered adviser | Jan 29, 2026 | Dec 8, 2025 |
| Megan Elizabeth Pecherek | Destiny Capital Corporation independent RIA | LPL Financial LLC BD affiliated | RIA to affiliated broker-dealer or bank | Feb 14, 2025 | Nov 11, 2025 (270 d) |
| Jennifer Diane Bishop Krueger | Destiny Capital Corporation independent RIA | Wealth Enhancement Advisory Services, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Aug 9, 2024 | Dec 13, 2024 (126 d) |
| Aaron Franklin Leatherwood | Destiny Capital Corporation independent RIA | Centerpiece Wealth Advisor independent RIA | RIA to RIA | Feb 18, 2021 | Jun 21, 2021 (123 d) |
| Amy Michelle Bertle | Destiny Capital Corporation independent RIA | Allworth Financial, L.P. BD affiliated | RIA to affiliated broker-dealer or bank | Apr 26, 2019 | Jan 1, 2025 (2077 d) |
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6 moves match.