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 Planning Center, 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 |
|---|---|---|---|---|---|
| Andrew Earle Baxley | The Planning Center, Inc. independent RIA | Two Trails Financial Planning state registered | RIA to a state-registered adviser | Oct 18, 2024 | Oct 8, 2024 |
| Amber Winonah Fitzrysler | The Planning Center, Inc. independent RIA | Rising Financial state registered | RIA to a state-registered adviser | May 31, 2022 | Oct 20, 2022 (142 d) |
| Autumn Jean Knutson | The Planning Center, Inc. independent RIA | Facet independent RIA | RIA to RIA | Jul 20, 2020 | Jul 28, 2020 |
| Scott Michael Bridgford | The Planning Center, Inc. other | Stonefield Investment Advisory, Inc. other | Other | Dec 7, 2005 | Feb 6, 2006 (61 d) |
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4 moves match.