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 Communitas Financial Planning Pbc
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 |
|---|---|---|---|---|---|
| Sarah Soliman Soliman | Communitas Financial Planning Pbc state registered | First Affirmative Financial Network LLC independent RIA | Other | Jan 12, 2026 | Sep 23, 2025 |
| Rebecca Blumenshine | Communitas Financial Planning Pbc state registered | Revalue LLC independent RIA | Other | Nov 27, 2024 | Nov 14, 2024 |
| Laura Marie Nowinski | Communitas Financial Planning Pbc state registered | Sage Trading Collective asset manager | Other | Dec 20, 2023 | Jul 28, 2025 (586 d) |
| Ian Bernard Mcleod | Communitas Financial Planning Pbc state registered | Impact Investors independent RIA | Other | Sep 10, 2018 | Jun 29, 2018 |
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4 moves match.