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 Financial Partners Group, 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 |
|---|---|---|---|---|---|
| Scott Thomas Paschal | Financial Partners Group, LLC independent RIA | Mercer Global Advisors Inc. independent RIA | RIA to RIA | Aug 18, 2025 | Feb 12, 2025 |
| Frank Ferrell Bowling | Financial Partners Group, LLC independent RIA | Mercer Global Advisors Inc. independent RIA | RIA to RIA | Aug 18, 2025 | Feb 13, 2025 |
| Michael Jerome Stanley | Financial Partners Group, LLC independent RIA | Mercer Global Advisors Inc. independent RIA | RIA to RIA | Aug 18, 2025 | Mar 10, 2025 |
| Thomas Gregory Miller | Financial Partners Group, LLC independent RIA | Osaic Advisory Services, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Aug 18, 2025 | Jan 17, 2025 |
| Randy Lynn Puckett | Financial Partners Group, LLC other | Cosey Financial Services, Inc. independent RIA | Other | Oct 23, 2017 | Apr 20, 2026 (3101 d) |
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5 moves match.