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 Abundance Wealth Counselors, LLC
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 |
|---|---|---|---|---|---|
| Lauren Gail Gretchen | Abundance Wealth Counselors, LLC independent RIA | Invested Advisors independent RIA | RIA to RIA | Mar 4, 2025 | Oct 30, 2025 (240 d) |
| Geoffrey Patrick Caber | Abundance Wealth Counselors, LLC independent RIA | Compass Investments LLC independent RIA | RIA to RIA | Jan 8, 2019 | Jan 14, 2019 |
| Karen Paige Shute | Abundance Wealth Counselors, LLC other | Vicus Capital, Inc. other | Other | Mar 25, 2005 | Feb 3, 2005 |
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3 moves match.