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 Northlanding Financial Partners, 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 |
|---|---|---|---|---|---|
| Howard Robert Bradley | Northlanding Financial Partners, LLC independent RIA | Chicago Partners Investment Group LLC independent RIA | RIA to RIA | Aug 14, 2023 | Jun 6, 2023 |
| Andrew Lansing Schuler | Northlanding Financial Partners, LLC independent RIA | Manning & Napier Advisors, LLC mixed wealth | RIA to RIA | Oct 15, 2022 | Nov 28, 2022 (44 d) |
| Mark Bradford Jones | Northlanding Financial Partners, LLC independent RIA | Rise Advisors, LLC independent RIA | RIA to RIA | Oct 15, 2020 | Nov 9, 2022 (755 d) |
| Stephanie Michel Kelm | Northlanding Financial Partners, LLC independent RIA | Rise Advisors, LLC independent RIA | RIA to RIA | Oct 15, 2020 | Nov 8, 2022 (754 d) |
| Zachary Maxwell Harrington | Northlanding Financial Partners, LLC independent RIA | Rise Advisors, LLC independent RIA | RIA to RIA | Oct 15, 2020 | Nov 8, 2022 (754 d) |
| Michael Ross | Northlanding Financial Partners, LLC independent RIA | Mutual Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Sep 30, 2019 | Sep 30, 2019 |
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6 moves match.