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 Intrepid Financial Planning Group, 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 |
|---|---|---|---|---|---|
| Craig Michael Mcbarnes | Intrepid Financial Planning Group, LLC independent RIA | The Wealth Consulting Group independent RIA | RIA to RIA | Jan 17, 2023 | May 3, 2023 (106 d) |
| Mark Edward Rhodes | Intrepid Financial Planning Group, LLC independent RIA | Monon Wealth Management independent RIA | RIA to RIA | Nov 8, 2021 | Mar 4, 2021 |
| Timothy Dana Bales | Intrepid Financial Planning Group, LLC other | Spc other | Other | Sep 10, 2012 | Sep 4, 2012 |
| Rebecca J Gill | Intrepid Financial Planning Group, LLC other | U.S. Financial Advisors other | Other | Dec 31, 2011 | Dec 19, 2011 |
| Arthur Joseph Timpe | Intrepid Financial Planning Group, LLC other | Timpe & Timpe Financial Advisory Services, L.L.C. other | Other | Dec 31, 2004 | Sep 15, 2004 |
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5 moves match.