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 Core Planning

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
Jill Marie TrippCore Planning independent RIAPathfinder Planning And Investments no RAUMRIA to a newly registered adviserAug 20, 2026Jun 12, 2026
Hannah Lynne Santa CruzCore Planning independent RIAPathfinder Planning And Investments no RAUMRIA to a newly registered adviserAug 20, 2026May 27, 2026
Jasmine Alberta LambertCore Planning independent RIAFlagstar Securities, Inc. independent RIARIA to RIAJul 7, 2026Aug 17, 2026 (41 d)
Dawn Carolyn AbernathyCore Planning independent RIAEllevest independent RIARIA to RIAMay 20, 2026Aug 2, 2024
Adam Michael HaynesCore Planning independent RIAPeak Financial Planning independent RIARIA to RIAFeb 25, 2026Jun 8, 2026 (103 d)
Austin EnglandCore Planning independent RIACreative Financial Designs, Inc. BD affiliatedRIA to affiliated broker-dealer or bankSep 23, 2025Sep 8, 2025
Jimmy RayCore Planning independent RIAEquitable Advisors, LLC national BDRIA to affiliated broker-dealer or bankMay 28, 2025Jun 5, 2025
Jacob M GeorgeCore Planning independent RIACooper Eagle, LLC state registeredRIA to a state-registered adviserJan 7, 2025Feb 20, 2025 (44 d)
Logan Gregory KlugCore Planning independent RIAFidelity Personal And Workplace Advisors BD affiliatedRIA to affiliated broker-dealer or bankMay 30, 2024Jun 11, 2024
Adam Nicholas ColemanCore Planning independent RIANectarine no RAUMRIA to a newly registered adviserApr 2, 2024Apr 10, 2024
Cameron Reed BranumCore Planning independent RIAWells Fargo Advisors wirehouseRIA to wirehouseFeb 13, 2024Feb 8, 2024
David Austin YoungCore Planning independent RIAHarding Wealth, Inc. independent RIARIA to RIAFeb 13, 2024Feb 2, 2024
Eusevius I HowardCore Planning independent RIAEdelman Financial Engines mixed wealthRIA to RIANov 16, 2023Aug 31, 2023
Michelle WuCore Planning independent RIAOrigin Investment Advisory LLC independent RIARIA to RIAMar 2, 2023Oct 18, 2022
Timothy P MooreCore Planning independent RIAArete Wealth Advisors, LLC BD affiliatedRIA to affiliated broker-dealer or bankMar 2, 2022Feb 9, 2022
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15 moves match.