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 Foundation Retirement Plan Consultants, 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 |
|---|---|---|---|---|---|
| Jonathan Evan Bernstein | Foundation Retirement Plan Consultants, LLC institutional | Wealthspire Advisors independent RIA | Other | Mar 22, 2019 | May 6, 2026 (2602 d) |
| Daniel Robert Larosa | Foundation Retirement Plan Consultants, LLC institutional | Ritholtz Wealth Management independent RIA | Other | Jan 7, 2019 | Aug 14, 2025 (2411 d) |
| Edward Luke Vallar | Foundation Retirement Plan Consultants, LLC other | Roundangle Advisors LLC other | Other | May 5, 2016 | Jul 27, 2017 (448 d) |
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3 moves match.