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 Planning Solutions, 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.

AdvisorFromToTypeLeftRegistered
Lyman Hood JacksonFinancial Planning Solutions, LLC independent RIABeacon Pointe Advisors, LLC independent RIARIA to RIAMar 27, 2026Jan 23, 2026
Janet Rhodes FriedmanFinancial Planning Solutions, LLC independent RIABeacon Pointe Advisors, LLC independent RIARIA to RIADec 31, 2025Jan 23, 2026
Richard Howard FingermanFinancial Planning Solutions, LLC independent RIABeacon Pointe Advisors, LLC independent RIARIA to RIADec 31, 2025Jan 23, 2026
Margaret Ann DolanFinancial Planning Solutions, LLC independent RIABeacon Pointe Advisors, LLC independent RIARIA to RIADec 31, 2025Jan 23, 2026
Andrew Francis HolmesFinancial Planning Solutions, LLC independent RIABeacon Pointe Advisors, LLC independent RIARIA to RIADec 31, 2025Jan 23, 2026
Dillon Frederick DriscollFinancial Planning Solutions, LLC independent RIABeacon Pointe Advisors, LLC independent RIARIA to RIADec 31, 2025Jan 23, 2026
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6 moves match.