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 Timothy Financial Counsel, 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 |
|---|---|---|---|---|---|
| Charis Elizabeth Ellis | Timothy Financial Counsel, Inc. no RAUM | Commonwealth Financial Network national BD | Other | Oct 4, 2024 | Mar 14, 2025 (161 d) |
| Audrey Elise Feldpausch | Timothy Financial Counsel, Inc. no RAUM | Stenger Family Office, LLC independent RIA | Other | Sep 1, 2023 | Nov 6, 2023 (66 d) |
| Kristopher David Johnson | Timothy Financial Counsel, Inc. no RAUM | Stone Island Financial Planning mixed wealth | Other | Mar 30, 2018 | Mar 21, 2019 (356 d) |
Page 1 of 1
3 moves match.