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 Soundmark 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.

AdvisorFromToTypeLeftRegistered
William Joseph SchultheisSoundmark Wealth Management, LLC independent RIAEdelman Financial Engines independent RIARIA to RIAMay 8, 2024Apr 26, 2024
Therese Elizabeth MilleSoundmark Wealth Management, LLC independent RIAEdelman Financial Engines independent RIARIA to RIAMay 8, 2024May 1, 2024
Kalikolehua Michelle VeisehSoundmark Wealth Management, LLC independent RIAEdelman Financial Engines independent RIARIA to RIAMay 8, 2024Apr 22, 2024
Taraneh MozaffarianSoundmark Wealth Management, LLC independent RIAEdelman Financial Engines independent RIARIA to RIAMay 8, 2024Apr 22, 2024
Benjamin David HicksSoundmark Wealth Management, LLC independent RIAEdelman Financial Engines independent RIARIA to RIAMay 8, 2024Apr 22, 2024
John Christopher D'AmelioSoundmark Wealth Management, LLC independent RIAThe Mather Group, LLC independent RIARIA to RIAApr 25, 2022May 3, 2022
Elizabeth Ann Mc QueenSoundmark Wealth Management, LLC independent RIAEp Wealth Advisors independent RIARIA to RIAJan 3, 2022Jan 10, 2022
James Francis NeversSoundmark Wealth Management, LLC independent RIAEp Wealth Advisors independent RIARIA to RIAJan 3, 2022Jan 10, 2022
Taraneh MozaffarianSoundmark Wealth Management, LLC independent RIAEp Wealth Advisors independent RIARIA to RIAJan 3, 2022Feb 2, 2022
Todd David FlynnSoundmark Wealth Management, LLC independent RIAEp Wealth Advisors independent RIARIA to RIADec 31, 2021Jan 10, 2022
Joyce Virginia BloomquistSoundmark Wealth Management, LLC independent RIAVestory, LLC independent RIARIA to RIAApr 22, 2019Jun 12, 2019 (51 d)
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11 moves match.