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 Harfst And Associates, 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 |
|---|---|---|---|---|---|
| Wesley Wade Beavers | Harfst And Associates, Inc. independent RIA | Frontier Asset Management, LLC mixed wealth | RIA to RIA | Sep 17, 2025 | Nov 12, 2025 (56 d) |
| Debra Denise Di Napoli | Harfst And Associates, Inc. other | Wells Fargo Advisors wirehouse | Other | Apr 10, 2013 | Apr 24, 2013 |
| Anelia Gueorguieva Kaloferova | Harfst And Associates, Inc. other | Raymond James Financial Services Advisors, Inc other | Other | Apr 24, 2012 | Jan 2, 2009 |
| Diane Carol Holt | Harfst And Associates, Inc. other | Raymond James Financial Services, Inc. unclassified | Other | Nov 11, 2011 | Oct 2, 2007 |
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4 moves match.