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 Seven Springs Wealth Group
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 |
|---|---|---|---|---|---|
| Robert Everett Mefford | Seven Springs Wealth Group independent RIA | Defining Wealth state registered | RIA to a state-registered adviser | Jul 31, 2026 | Aug 26, 2026 |
| Blake Taylor Hummel | Seven Springs Wealth Group independent RIA | Defining Wealth state registered | RIA to a state-registered adviser | Sep 11, 2025 | Dec 4, 2025 (84 d) |
| Kimberly Voigt | Seven Springs Wealth Group independent RIA | United Wealth Management, LLC independent RIA | RIA to RIA | Jul 25, 2023 | Oct 30, 2023 (97 d) |
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3 moves match.