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 Flourish Wealth Management Inc.
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 |
|---|---|---|---|---|---|
| Jaclyn Elaine Madrid Mercer | Flourish Wealth Management Inc. independent RIA | LPL Financial LLC BD affiliated | RIA to affiliated broker-dealer or bank | May 6, 2026 | Jun 3, 2026 |
| Stephanie Temporiti | Flourish Wealth Management Inc. independent RIA | Hightower Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Oct 1, 2024 | Jan 27, 2025 (118 d) |
| Derek F Hagen | Flourish Wealth Management Inc. independent RIA | Root Financial Partners independent RIA | RIA to RIA | May 7, 2018 | Jun 2, 2026 (2948 d) |
| Mark Jason Anderson | Flourish Wealth Management Inc. independent RIA | Ameriprise Financial Services, LLC national BD | RIA to affiliated broker-dealer or bank | Nov 13, 2017 | May 11, 2021 (1275 d) |
| Tyler Jon Engbrecht | Flourish Wealth Management Inc. independent RIA | Fure Financial Corporation independent RIA | RIA to RIA | Mar 12, 2016 | Jan 2, 2019 (1026 d) |
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5 moves match.