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 Foothills Financial Planning & Wealth Management, 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 |
|---|---|---|---|---|---|
| Kevin P (Mi Only) Oreilly | Foothills Financial Planning & Wealth Management, LLC independent RIA | Ep Wealth Advisors independent RIA | RIA to RIA | Oct 23, 2023 | Nov 6, 2023 |
| Janet Lynn Gerlings | Foothills Financial Planning & Wealth Management, LLC independent RIA | Mana Financial Life Design independent RIA | RIA to RIA | May 11, 2023 | Jun 16, 2023 (36 d) |
| Timothy Adam Carpenter | Foothills Financial Planning & Wealth Management, LLC independent RIA | Savant Wealth Management independent RIA | RIA to RIA | Apr 27, 2023 | May 17, 2023 |
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3 moves match.