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 The Wealth Conservancy, 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Heidi Bao Phan | The Wealth Conservancy, Inc. independent RIA | Illumination Wealth Management independent RIA | RIA to RIA | Jan 31, 2025 | Feb 28, 2025 |
| Megan Elizabeth Kanter | The Wealth Conservancy, Inc. independent RIA | Moneta Group Investment Advisors, LLC independent RIA | RIA to RIA | Aug 29, 2019 | Sep 17, 2019 |
| Raquel Sue Hinman | The Wealth Conservancy, Inc. other | Hinman Financial Planning, Inc. state registered | Other | Dec 31, 2014 | Jan 5, 2015 |
| Melissa Renee Hoyer | The Wealth Conservancy, Inc. other | My Impax unclassified | Other | Jul 17, 2014 | May 14, 2015 (301 d) |
| Brian Rodney Littlejohn | The Wealth Conservancy, Inc. other | Sherwood Wealth Management state registered | Other | Aug 10, 2012 | Sep 14, 2018 (2226 d) |
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5 moves match.