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 Mathies Financial Partners
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 |
|---|---|---|---|---|---|
| Lindsey Lombardo Turner | Mathies Financial Partners independent RIA | Freedom Wealth Coaching, LLC state registered | RIA to a state-registered adviser | Apr 1, 2025 | Apr 3, 2025 |
| James Donivan Evans | Mathies Financial Partners independent RIA | Stone Wealth Strategies state registered | RIA to a state-registered adviser | Jul 29, 2020 | Dec 22, 2025 (1972 d) |
| Nicklos Karl Naseman | Mathies Financial Partners independent RIA | Iron Mountain Financial, Inc. unclassified | Other | Oct 18, 2016 | Oct 28, 2014 |
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3 moves match.