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 Coats Financial Planning
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 |
|---|---|---|---|---|---|
| Elijah W Essa | Coats Financial Planning state registered | Essa Financial LLC state registered | Other | Apr 30, 2025 | Jan 22, 2025 |
| Maria Teresa Hernandez Huerta | Coats Financial Planning state registered | Equita Financial Network, Inc. independent RIA | Other | Apr 15, 2022 | May 2, 2022 |
| Elizabeth Sandra Mckay | Coats Financial Planning state registered | Penobscot Financial Advisors independent RIA | Other | Jan 2, 2022 | Aug 5, 2022 (215 d) |
| Zachary Cole Clark | Coats Financial Planning state registered | Clark Financial Planning state registered | Other | Jul 10, 2018 | Jan 2, 2025 (2368 d) |
| Charles Travis Reader | Coats Financial Planning state registered | Different By Design Financial Planning unclassified | Other | Dec 8, 2015 | Mar 8, 2016 (91 d) |
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5 moves match.