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 Lawrence Financial Planning, LLC
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 |
|---|---|---|---|---|---|
| Jackson Wright Murray | Lawrence Financial Planning, LLC independent RIA | Intermountain Wealth Management, Inc. other | Other | Feb 23, 2023 | Apr 13, 2023 (49 d) |
| Hannah Jill Cash | Lawrence Financial Planning, LLC independent RIA | Charles Schwab & Co., Inc. national BD | RIA to affiliated broker-dealer or bank | Mar 12, 2018 | Apr 24, 2018 (43 d) |
| Ross Garrett Allen | Lawrence Financial Planning, LLC independent RIA | Credit Union Investment Services state registered | RIA to a state-registered adviser | Mar 6, 2017 | May 23, 2018 (443 d) |
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3 moves match.