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 Bright Wealth Management, 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 |
|---|---|---|---|---|---|
| Franklin James Parker | Bright Wealth Management, LLC independent RIA | Directional Advisors independent RIA | RIA to RIA | Jan 28, 2021 | Jan 11, 2021 |
| Ernest O Miller | Bright Wealth Management, LLC independent RIA | Coppell Advisory Solutions LLC other | Other | May 24, 2017 | Sep 22, 2017 (121 d) |
| Nelson Robert Matzen | Bright Wealth Management, LLC independent RIA | Avantax Advisory Services other | Other | Nov 17, 2016 | Dec 12, 2016 |
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3 moves match.