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 Sensible Money, 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 |
|---|---|---|---|---|---|
| Navarrus Hale | Sensible Money, LLC independent RIA | Total Wealth Planning, LLC independent RIA | RIA to RIA | Jul 9, 2025 | Jul 11, 2025 |
| Beau Michael Kemp | Sensible Money, LLC independent RIA | Switchpoint Financial Planning LLC independent RIA | RIA to RIA | May 7, 2025 | Jun 6, 2025 |
| Charles David Robinson | Sensible Money, LLC independent RIA | Keel Point, LLC independent RIA | RIA to RIA | Jan 27, 2023 | Mar 6, 2023 (38 d) |
| Brian Thomas Duvall | Sensible Money, LLC independent RIA | Asset Dedication, LLC independent RIA | RIA to RIA | Mar 19, 2019 | Aug 9, 2021 (874 d) |
| Michelle Petrowski | Sensible Money, LLC other | Being In Abundance, LLC unclassified | Other | Jun 6, 2016 | Aug 24, 2021 (1905 d) |
| Kimberly Marie Morton | Sensible Money, LLC other | Dynamic other | Other | Jun 2, 2015 | Mar 21, 2017 (658 d) |
| Robert Joseph Burger | Sensible Money, LLC other | Disciplined Money, LLC state registered | Other | May 15, 2015 | Feb 4, 2015 |
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7 moves match.