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 Homan Wealth Advisors, 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 |
|---|---|---|---|---|---|
| Matthew Walter Mcbride | Homan Wealth Advisors, LLC independent RIA | Focus Partners Wealth, LLC independent RIA | RIA to RIA | Feb 7, 2025 | Feb 10, 2025 |
| Richard Matthew Homan | Homan Wealth Advisors, LLC independent RIA | Focus Partners Wealth, LLC independent RIA | RIA to RIA | Feb 7, 2025 | Feb 4, 2025 |
| Charles Donald Dorn | Homan Wealth Advisors, LLC independent RIA | Focus Partners Wealth, LLC independent RIA | RIA to RIA | Feb 7, 2025 | Feb 10, 2025 |
| Michael J Lynch | Homan Wealth Advisors, LLC other | Equitable Advisors, LLC national BD | Other | Jul 26, 2012 | Sep 7, 2012 (43 d) |
Page 1 of 1
4 moves match.