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 Henrickson Nauta Wealth Advisors, Inc.
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 |
|---|---|---|---|---|---|
| Blake Alexander Appell | Henrickson Nauta Wealth Advisors, Inc. independent RIA | Hill Island Financial LLC independent RIA | RIA to RIA | Apr 1, 2024 | Sep 3, 2024 (155 d) |
| Scott Benson Grissom | Henrickson Nauta Wealth Advisors, Inc. independent RIA | Fiduciary Financial Advisors independent RIA | RIA to RIA | Apr 6, 2022 | Aug 24, 2022 (140 d) |
| Sandra Marie Kerr | Henrickson Nauta Wealth Advisors, Inc. other | Vision Capital Partners no RAUM | Other | Jul 20, 2015 | Jun 29, 2015 |
| Thomas Wesley Duncan | Henrickson Nauta Wealth Advisors, Inc. other | Vision Capital Partners no RAUM | Other | Jul 20, 2015 | Jul 17, 2015 |
| Julie Marie-Rafferty Quick | Henrickson Nauta Wealth Advisors, Inc. other | Vision Capital Partners no RAUM | Other | Jul 20, 2015 | Jun 29, 2015 |
| Daniel Davila | Henrickson Nauta Wealth Advisors, Inc. other | Triad Advisors, LLC other | Other | Sep 1, 2011 | Feb 21, 2012 (173 d) |
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6 moves match.