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 Ulrich Investment Consultants
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 |
|---|---|---|---|---|---|
| Jacky Phan | Ulrich Investment Consultants other | LPL Financial LLC BD affiliated | Other | Oct 14, 2025 | Sep 29, 2025 |
| Steven Andrew Karsh | Ulrich Investment Consultants other | Innovest Portfolio Solutions LLC no RAUM | Other | Apr 2, 2025 | May 5, 2025 (33 d) |
| Justin Briley Allen | Ulrich Investment Consultants mixed wealth | Sagespring Wealth Partners independent RIA | RIA to RIA | Nov 8, 2023 | Apr 10, 2024 (154 d) |
| Kirk Donald Steingreaber | Ulrich Investment Consultants other | Nationwide Investment Advisors, LLC other | Other | Apr 28, 2014 | Mar 10, 2016 (682 d) |
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4 moves match.