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 Wisdom Planning, 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 |
|---|---|---|---|---|---|
| Stephen Frederick Cordasco | Wisdom Planning, LLC no RAUM | Mercer Global Advisors Inc. independent RIA | Other | Jan 4, 2021 | Mar 31, 2022 (451 d) |
| Timothy Frederick Joseph | Wisdom Planning, LLC no RAUM | Mercer Global Advisors Inc. independent RIA | Other | Jan 4, 2021 | Mar 29, 2022 (449 d) |
| John Taylor Walker | Wisdom Planning, LLC no RAUM | Mercer Global Advisors Inc. independent RIA | Other | Jan 4, 2021 | Mar 29, 2022 (449 d) |
| Christopher Michael Gibbons | Wisdom Planning, LLC no RAUM | Andrew Garrett, Inc. other | Other | Sep 10, 2018 | Oct 31, 2017 |
| Jason Mardinly | Wisdom Planning, LLC no RAUM | Sage Financial Group Inc. other | Other | Jul 7, 2017 | Sep 13, 2017 (68 d) |
| Ryan Matthew Flurer | Wisdom Planning, LLC no RAUM | Mercer Global Advisors Inc. independent RIA | Other | Oct 30, 2014 | Mar 30, 2022 (2708 d) |
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6 moves match.