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 Goodman Financial 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 |
|---|---|---|---|---|---|
| Abrin Angelus Berkemeyer | Goodman Financial Corporation independent RIA | Willis Johnson Wealth independent RIA | RIA to RIA | May 6, 2025 | May 21, 2025 |
| Steven Joseph Vannostrand | Goodman Financial Corporation independent RIA | Raymond James & Associates, Inc. national BD | RIA to affiliated broker-dealer or bank | Apr 29, 2022 | May 26, 2022 |
| Anil Chacko | Goodman Financial Corporation independent RIA | Ark Alliance Financial LLC state registered | RIA to a state-registered adviser | Sep 1, 2020 | Oct 8, 2020 (37 d) |
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3 moves match.