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 Envision Wealth Planning
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 Verne Bolen | Envision Wealth Planning other | Capital One Investing, Inc. mixed wealth | Other | Dec 31, 2018 | Mar 7, 2018 |
| Katherine Yvonne Fowler | Envision Wealth Planning other | Capital One Investing, Inc. mixed wealth | Other | Dec 31, 2018 | Mar 7, 2018 |
| Melner Robert Bond | Envision Wealth Planning other | Oasis Wealth Planning Advisors independent RIA | Other | Apr 10, 2017 | Apr 2, 2020 (1088 d) |
| Michael Joseph Shea | Envision Wealth Planning other | Applied Capital LLC independent RIA | Other | Apr 10, 2017 | Apr 10, 2017 |
| Joshua Eli Self | Envision Wealth Planning other | Ridgeline Wealth Advisors, LLC. independent RIA | Other | Sep 1, 2016 | Aug 9, 2016 |
| Michael F Perkins | Envision Wealth Planning other | Ridgeline Wealth Advisors, LLC. independent RIA | Other | Sep 1, 2016 | Sep 2, 2016 |
| Matthew Field Bader | Envision Wealth Planning other | Trustcore Financial Services, LLC other | Other | Nov 22, 2013 | Dec 2, 2013 |
| Mitchell Kevin Anderson | Envision Wealth Planning other | Efinancial Alliance, LLC independent RIA | Other | May 2, 2012 | Apr 20, 2012 |
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8 moves match.