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 Indie Asset 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Robert Dalzell | Indie Asset Partners, LLC independent RIA | Fnex Wealth, LLC no RAUM | RIA to a newly registered adviser | Mar 7, 2025 | Mar 20, 2025 |
| Brent Michael Foster | Indie Asset Partners, LLC independent RIA | Northbound Wealth state registered | RIA to a state-registered adviser | Oct 27, 2020 | Oct 29, 2020 |
| Joshua Scott Haire | Indie Asset Partners, LLC other | LPL Financial LLC other | Other | Dec 22, 2011 | Jun 26, 2013 (552 d) |
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3 moves match.