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 Arrivity 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Holly Lee Walker Davis | Arrivity Financial Planning state registered | Alta Via Financial Planning state registered | Other | Jan 5, 2023 | Jul 25, 2023 (201 d) |
| Jamie Lynn Clark | Arrivity Financial Planning state registered | Ruby Pebble Financial Planning LLC state registered | Other | Apr 7, 2022 | Oct 12, 2022 (188 d) |
| Danika Bondi Waddell | Arrivity Financial Planning state registered | Xena Financial Planning unclassified | Other | Jun 11, 2020 | Jul 8, 2020 |
| Matthew Siegel | Arrivity Financial Planning state registered | Woodbury Financial Services, Inc. other | Other | Feb 19, 2020 | Feb 9, 2016 |
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4 moves match.