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 Heritage Financial 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.

AdvisorFromToTypeLeftRegistered
Steven Lee BlankenshipHeritage Financial Planning independent RIABeacon Pointe Advisors, LLC independent RIARIA to RIADec 12, 2025Jul 20, 2025
Mary Sample ChastainHeritage Financial Planning independent RIABeacon Pointe Advisors, LLC independent RIARIA to RIADec 12, 2025Jul 20, 2025
Chad Alan SmithHeritage Financial Planning independent RIABeacon Pointe Advisors, LLC independent RIARIA to RIAJul 18, 2025Jul 20, 2025
Allison G GeigerHeritage Financial Planning independent RIABeacon Pointe Advisors, LLC independent RIARIA to RIAJul 18, 2025Jul 20, 2025
Paul Roos StreiberHeritage Financial Planning independent RIAGenerational Wealth Advisors otherOtherSep 20, 2018Apr 22, 2015
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5 moves match.