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 Prosperity Economics Partners, 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.

AdvisorFromToTypeLeftRegistered
Julie Ann HepburnProsperity Economics Partners, LLC no RAUMPl Wealth Advisors, LLC state registeredOtherJun 1, 2021Feb 23, 2022 (267 d)
Peter Michael CrabtreeProsperity Economics Partners, LLC no RAUMFirst Advisors National, LLC independent RIAOtherJun 1, 2021Aug 31, 2021 (91 d)
Thomas Wayne YoungProsperity Economics Partners, LLC no RAUMPl Wealth Advisors, LLC state registeredOtherFeb 11, 2021Jan 20, 2022 (343 d)
Jason Ivan HendersonProsperity Economics Partners, LLC no RAUMPl Wealth Advisors, LLC state registeredOtherFeb 11, 2021Jun 7, 2021 (116 d)
Damien Earl BrayboyProsperity Economics Partners, LLC no RAUMDevryll Wealth Management state registeredOtherFeb 11, 2021Oct 22, 2024 (1349 d)
Ira Joseph StarrProsperity Economics Partners, LLC no RAUMIfc independent RIAOtherDec 7, 2018Jan 28, 2020 (417 d)
Robert Westin BridelProsperity Economics Partners, LLC no RAUMRedhawk Wealth Advisors, Inc. otherOtherNov 28, 2018Jul 20, 2015
Kenneth D. GreeneProsperity Economics Partners, LLC no RAUMGreenefi Wealth Strategies Ltd. unclassifiedOtherNov 1, 2018Mar 18, 2020 (503 d)
Bryan Michael MccloskeyProsperity Economics Partners, LLC no RAUMRevisionist Wealth Advisors, LLC state registeredOtherSep 14, 2018Jan 2, 2019 (110 d)
Sheldon SingletonProsperity Economics Partners, LLC no RAUMVfg Advisors, Inc. otherOtherJul 26, 2018Apr 25, 2018
Donald Gene DurrProsperity Economics Partners, LLC no RAUMBrookstone Wealth Advisors, LLC independent RIAOtherNov 20, 2017Feb 18, 2020 (820 d)
Gina Camille WellsProsperity Economics Partners, LLC no RAUMGlobal Financial Private Capital, Inc. otherOtherMay 2, 2016Oct 8, 2010
Barbara Perkins TreadwellProsperity Economics Partners, LLC no RAUMOsaic Wealth, Inc. BD affiliatedOtherJul 12, 2012Oct 11, 2024 (4474 d)
David Lee CobbProsperity Economics Partners, LLC no RAUMTransamerica Financial Advisors, LLC otherOtherFeb 6, 2012Feb 1, 2012
Daniel Laurence KoernerProsperity Economics Partners, LLC no RAUMBmo Harris Financial Advisors, Inc otherOtherNov 1, 2011Jun 15, 2011
Roy Joseph InnellaProsperity Economics Partners, LLC no RAUMRedhawk Wealth Advisors, Inc. otherOtherSep 15, 2011Sep 21, 2011
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16 moves match.