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 Fuhrman Management Associates, 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 |
|---|---|---|---|---|---|
| Susan Fuhrman-Holin | Fuhrman Management Associates, Inc. independent RIA | Nrp Financial, Inc. unclassified | Other | Mar 28, 2025 | Mar 26, 2004 |
| Joshua Holin | Fuhrman Management Associates, Inc. independent RIA | Independent Financial Partners BD affiliated | RIA to affiliated broker-dealer or bank | Dec 31, 2024 | May 29, 2025 (149 d) |
| David Holin | Fuhrman Management Associates, Inc. independent RIA | Independent Financial Partners BD affiliated | RIA to affiliated broker-dealer or bank | Dec 24, 2024 | Aug 20, 2024 |
| John Bernard Roeckel | Fuhrman Management Associates, Inc. independent RIA | Nrp Financial, Inc. unclassified | Other | Apr 6, 2023 | Jan 3, 2005 |
| David A. Fuhrman | Fuhrman Management Associates, Inc. other | Nrp Financial, Inc. unclassified | Other | Nov 26, 2007 | Mar 29, 2004 |
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5 moves match.