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 Optifour Integrated Wealth Management, 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 |
|---|---|---|---|---|---|
| Ryan Royce Berges | Optifour Integrated Wealth Management, LLC independent RIA | Creative Planning independent RIA | RIA to RIA | Jan 2, 2020 | Jan 8, 2020 |
| Weston Dyer Burnett | Optifour Integrated Wealth Management, LLC independent RIA | Creative Planning independent RIA | RIA to RIA | Jan 2, 2020 | Jan 13, 2020 |
| Lawrence D Solomon | Optifour Integrated Wealth Management, LLC independent RIA | Mercer Global Advisors Inc. independent RIA | RIA to RIA | Apr 25, 2019 | Apr 25, 2019 |
| Elizabeth Lannon Clark | Optifour Integrated Wealth Management, LLC other | Heritage Financial LLC independent RIA | Other | Apr 14, 2011 | Oct 20, 2016 (2016 d) |
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4 moves match.