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 Mainstreet Financial Planning, 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 |
|---|---|---|---|---|---|
| Vida Maria Jatulis | Mainstreet Financial Planning, Inc. state registered | Mariner Advisor Network BD affiliated | Other | Jan 16, 2026 | Jan 20, 2026 |
| Jennifer Suzzane Bush | Mainstreet Financial Planning, Inc. state registered | Intentional Wealth Partners state registered | Other | Nov 24, 2025 | Dec 8, 2025 |
| Desiree Blythe Kaul | Mainstreet Financial Planning, Inc. state registered | Plancorp, LLC independent RIA | Other | Jul 20, 2023 | Aug 10, 2023 |
| Elizabeth Grace Gillette | Mainstreet Financial Planning, Inc. state registered | Bay Point Wealth independent RIA | Other | Jun 3, 2022 | Jun 21, 2022 |
| Edson Andrew Miller | Mainstreet Financial Planning, Inc. state registered | Spring Financial Planning state registered | Other | Apr 11, 2016 | Apr 7, 2017 (361 d) |
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5 moves match.