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 Inspired Financial

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
Maria Del Mar Castillo DominguezInspired Financial independent RIAApella Wealth independent RIARIA to RIANov 7, 2023Jul 20, 2023
Evelyn Marie ZohlenInspired Financial independent RIAApella Wealth independent RIARIA to RIANov 6, 2023Jul 20, 2023
Mark Louis PrendergastInspired Financial independent RIAApella Wealth independent RIARIA to RIANov 6, 2023Jul 20, 2023
Claire ThorntonInspired Financial independent RIAApella Wealth independent RIARIA to RIANov 6, 2023Jul 20, 2023
Robert Easton PriceInspired Financial independent RIAApella Wealth independent RIARIA to RIANov 6, 2023Jul 20, 2023
Leslie Sarah ReaInspired Financial independent RIAAg Wealth Management, Pllc state registeredRIA to a state-registered adviserDec 23, 2019Jan 16, 2026 (2216 d)
Kevin Paul HenssInspired Financial independent RIAStrivent Financial state registeredRIA to a state-registered adviserJul 10, 2018Nov 8, 2018 (121 d)
Page 1 of 1
7 moves match.