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 Sensible Financial Planning And 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.

AdvisorFromToTypeLeftRegistered
Frederick Hotchkiss MillerSensible Financial Planning And Management, LLC independent RIABeacon Pointe Advisors, LLC independent RIARIA to RIAMar 6, 2026Oct 27, 2025
Richard Donald FineSensible Financial Planning And Management, LLC independent RIABeacon Pointe Advisors, LLC independent RIARIA to RIAMar 6, 2026Oct 2, 2025
Christopher Carl AndrysiakSensible Financial Planning And Management, LLC independent RIABeacon Pointe Advisors, LLC independent RIARIA to RIAOct 28, 2025Nov 4, 2025
Frank Carmine NapolitanoSensible Financial Planning And Management, LLC independent RIABeacon Pointe Advisors, LLC independent RIARIA to RIAOct 28, 2025Oct 14, 2025
Laura Elizabeth WilliamsSensible Financial Planning And Management, LLC independent RIABeacon Pointe Advisors, LLC independent RIARIA to RIAOct 28, 2025Oct 15, 2025
Edward Joseph SampSensible Financial Planning And Management, LLC independent RIABeacon Pointe Advisors, LLC independent RIARIA to RIAOct 28, 2025Nov 13, 2025
Marina CekaniSensible Financial Planning And Management, LLC independent RIABeacon Pointe Advisors, LLC independent RIARIA to RIAOct 28, 2025Oct 17, 2025
Joshua Sansby TrubowSensible Financial Planning And Management, LLC independent RIABeacon Pointe Advisors, LLC independent RIARIA to RIAOct 28, 2025Nov 4, 2025
Brendan Walter Gybbon SpilsburySensible Financial Planning And Management, LLC independent RIABeacon Pointe Advisors, LLC independent RIARIA to RIAOct 28, 2025Jan 2, 2026 (66 d)
Marie Elizabeth St. ClareSensible Financial Planning And Management, LLC independent RIABeacon Pointe Advisors, LLC independent RIARIA to RIAOct 28, 2025Oct 15, 2025
Aimee Plouffe PolleySensible Financial Planning And Management, LLC independent RIABeacon Pointe Advisors, LLC independent RIARIA to RIAOct 28, 2025Nov 4, 2025
Brandon Charles GarneauSensible Financial Planning And Management, LLC independent RIABeacon Pointe Advisors, LLC independent RIARIA to RIAOct 28, 2025Oct 29, 2025
Olivia Martha HarrisonSensible Financial Planning And Management, LLC independent RIABeacon Pointe Advisors, LLC independent RIARIA to RIAOct 28, 2025Nov 7, 2025
Kelly Marie RobertieSensible Financial Planning And Management, LLC independent RIAEdelman Financial Engines independent RIARIA to RIAMay 27, 2025Jul 27, 2026 (426 d)
Jessica Lynn KregerSensible Financial Planning And Management, LLC otherBartley Financial Advisors, LLC independent RIAOtherJun 5, 2013Jan 12, 2015 (586 d)
Melissa Hope EinbergSensible Financial Planning And Management, LLC otherNew England Capital otherOtherJun 5, 2013Sep 23, 2015 (840 d)
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16 moves match.