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 Vantage Financial Partners Limited

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
Michael Richard RohrwasserVantage Financial Partners Limited independent RIALPL Financial LLC otherOtherSep 2, 2024Sep 21, 1998
Thomas Patrick VisliselVantage Financial Partners Limited independent RIAHighpoint Planning Partners independent RIARIA to RIAJul 31, 2024Jun 3, 2024
Joseph Edward FortunatoVantage Financial Partners Limited independent RIAHighpoint Planning Partners independent RIARIA to RIAJul 31, 2024Jun 6, 2024
Kimberly Rae TaylorVantage Financial Partners Limited independent RIAHighpoint Planning Partners independent RIARIA to RIAJul 31, 2024Jun 3, 2024
Daniel Eugene ZalipskiVantage Financial Partners Limited independent RIAHighpoint Planning Partners independent RIARIA to RIAJul 31, 2024Jun 4, 2024
Kyle Michael RohrwasserVantage Financial Partners Limited independent RIAHighpoint Planning Partners independent RIARIA to RIAJul 31, 2024Jun 4, 2024
Johnathan Mitchell KulikowskiVantage Financial Partners Limited independent RIAHighpoint Planning Partners independent RIARIA to RIAJul 31, 2024Jun 3, 2024
Scott Michael RosenquistVantage Financial Partners Limited independent RIAHighpoint Planning Partners independent RIARIA to RIAJul 31, 2024Jun 4, 2024
Jon William FlahertyVantage Financial Partners Limited independent RIAHighpoint Planning Partners independent RIARIA to RIAJul 31, 2024Jun 6, 2024
David KristVantage Financial Partners Limited independent RIAMillington Financial Advisors, LLC independent RIARIA to RIAMar 2, 2021Mar 3, 2021
Sam BakouVantage Financial Partners Limited independent RIASora Wealth, LLC state registeredRIA to a state-registered adviserDec 17, 2020May 7, 2021 (141 d)
Daniel Owen KaibelVantage Financial Partners Limited otherPurpose Financial Planning LLC state registeredOtherMar 2, 2017Aug 9, 2017 (160 d)
David Ian GrantVantage Financial Partners Limited otherRetirement Matters, Inc. state registeredOtherMay 24, 2013May 30, 2013
Nikhil K MajithiaVantage Financial Partners Limited otherNfp Advisor Services, LLC otherOtherMar 11, 2009May 19, 2011 (799 d)
Thomas Patrick VisliselVantage Financial Partners Limited otherLPL Financial LLC otherOtherDec 31, 2002Mar 16, 2001
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15 moves match.