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 Visionary Horizons, 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
Michael John MeilleurVisionary Horizons, LLC independent RIAAlphastar Capital Management independent RIARIA to RIASep 8, 2025Sep 22, 2025
B Lynn Crews-BrooksVisionary Horizons, LLC independent RIAWells Fargo Advisors wirehouseRIA to wirehouseJun 8, 2023Apr 6, 2023
Monica Reeves HeadVisionary Horizons, LLC independent RIACw Securities, LLC independent RIARIA to RIAApr 2, 2018Jul 16, 2018 (105 d)
William R HarmonVisionary Horizons, LLC otherCetera Advisors LLC otherOtherNov 28, 2016Dec 7, 2016
Philip Brian DortchVisionary Horizons, LLC otherAspire Private Wealth Counsel, LLC independent RIAOtherJun 10, 2016Jan 3, 2025 (3129 d)
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5 moves match.