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 Gather Financial 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
Michael Corey GoldmanGather Financial Planning independent RIAEp Wealth Advisors independent RIARIA to RIAFeb 7, 2025Dec 6, 2024
Abigail Turner MortonGather Financial Planning independent RIAEp Wealth Advisors independent RIARIA to RIAJan 22, 2025Nov 26, 2024
Mark Andrew RichGather Financial Planning independent RIAEp Wealth Advisors independent RIARIA to RIAJan 22, 2025Feb 6, 2025
Elizabeth Alden WilliamsGather Financial Planning independent RIAEp Wealth Advisors independent RIARIA to RIAJan 22, 2025Nov 26, 2024
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4 moves match.