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 Human Investing
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 |
|---|---|---|---|---|---|
| Jacob Vincent Stewart | Human Investing mixed wealth | Deschutes Investment Consulting, LLC other | Other | Oct 15, 2024 | Mar 21, 2025 (157 d) |
| Clayton Andrew Phillips | Human Investing mixed wealth | Clarity Financial, LLC state registered | RIA to a state-registered adviser | Dec 31, 2022 | Jan 22, 2025 (753 d) |
| Nicole Marie Wilson | Human Investing mixed wealth | Vista Capital Partners, Inc. independent RIA | RIA to RIA | Aug 10, 2022 | Jul 3, 2024 (693 d) |
| Stephanie Danielle Thompson-Buttice | Human Investing mixed wealth | Range Financial Group, LLC independent RIA | RIA to RIA | Mar 27, 2020 | Nov 16, 2020 (234 d) |
| Steven D Harpham | Human Investing mixed wealth | Range Financial Group, LLC independent RIA | RIA to RIA | Mar 27, 2020 | Mar 11, 2020 |
| Theodore P Grigsby | Human Investing mixed wealth | Fiduciary Consulting Group institutional | Other | Nov 20, 2019 | Jan 8, 2020 (49 d) |
| Eric Robert Dahm | Human Investing other | Range Financial Group, LLC independent RIA | Other | Nov 29, 2017 | Sep 8, 2020 (1014 d) |
| Robert Todd Fankhauser | Human Investing other | Range Financial Group, LLC independent RIA | Other | Nov 29, 2017 | Jan 16, 2026 (2970 d) |
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8 moves match.