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 Canter Wealth
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 |
|---|---|---|---|---|---|
| Jaron Beach | Canter Wealth independent RIA | Pointer Financial Advisors LLC independent RIA | RIA to RIA | Oct 30, 2025 | Nov 19, 2025 |
| Michael Norman Bernier | Canter Wealth independent RIA | LPL Financial LLC BD affiliated | RIA to affiliated broker-dealer or bank | Nov 21, 2024 | Oct 23, 2024 |
| Edward Joseph Macphee | Canter Wealth independent RIA | Secure Investment Management, LLC independent RIA | RIA to RIA | Sep 25, 2024 | Nov 8, 2024 (44 d) |
| Britta Nicole Ferguson | Canter Wealth other | Wealth Enhancement Advisory Services, LLC BD affiliated | Other | Oct 12, 2016 | May 18, 2022 (2044 d) |
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4 moves match.