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 Resource Planning Group, Ltd.

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
John Elson HowardResource Planning Group, Ltd. independent RIAMercer Global Advisors Inc. independent RIARIA to RIASep 20, 2023Dec 19, 2022
John D. EvansResource Planning Group, Ltd. independent RIAMercer Global Advisors Inc. independent RIARIA to RIASep 20, 2023Dec 9, 2022
Melanie Odom FitzgeraldResource Planning Group, Ltd. independent RIAMercer Global Advisors Inc. independent RIARIA to RIAJun 21, 2023Jan 23, 2023
Sarah Louise CannonResource Planning Group, Ltd. independent RIAMercer Global Advisors Inc. independent RIARIA to RIAJun 9, 2023Dec 19, 2022
David Robert BockelResource Planning Group, Ltd. independent RIACrawford Investment Counsel Inc independent RIARIA to RIAOct 9, 2022Oct 24, 2022
Jonathan Graham GerrardResource Planning Group, Ltd. independent RIAHb Wealth independent RIARIA to RIADec 17, 2021Dec 5, 2024 (1084 d)
George Christian MauserResource Planning Group, Ltd. independent RIAAdvisory Services Network independent RIARIA to RIANov 30, 2020Dec 8, 2020
Jason David LinaResource Planning Group, Ltd. independent RIAGolden Bell Financial Planning, LLC independent RIARIA to RIAJan 20, 2020Sep 26, 2019
Marjorie Uys EdenfieldResource Planning Group, Ltd. independent RIATruewealth Management independent RIARIA to RIAJan 20, 2020Feb 10, 2020
Elizabeth Ann BosworthResource Planning Group, Ltd. otherBison Wealth, LLC otherOtherMar 4, 2014Mar 3, 2014
Charles Brandon DownsResource Planning Group, Ltd. otherAdvisory Services Network otherOtherMay 20, 2011May 23, 2011
Dewitt Thompson WeaverResource Planning Group, Ltd. otherWeaver Capital Management, LLC otherOtherJul 7, 2009Jul 7, 2009
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12 moves match.