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 Pathfinder Planning And Investments
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 |
|---|---|---|---|---|---|
| Jill Marie Tripp | Pathfinder Planning And Investments no RAUM | Core Planning independent RIA | Other | Aug 22, 2025 | Apr 4, 2025 |
| Gage Legare | Pathfinder Planning And Investments no RAUM | Brooklyn Fi, LLC independent RIA | Other | Jan 27, 2025 | Jul 2, 2024 |
| Troy Dillon Chrane | Pathfinder Planning And Investments no RAUM | Tci Wealth Advisors, Inc. independent RIA | Other | Nov 25, 2019 | Jul 21, 2020 (239 d) |
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3 moves match.