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 Sunflower Wealth Advisors 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 |
|---|---|---|---|---|---|
| Eric Michael Micheli | Sunflower Wealth Advisors LLC other | First Foundation Advisors independent RIA | Other | Jul 17, 2026 | Jul 15, 2026 |
| Michael Atticus Berens | Sunflower Wealth Advisors LLC other | First Foundation Advisors independent RIA | Other | Jul 17, 2026 | Jul 20, 2026 |
| Matthew Allen Heimann | Sunflower Wealth Advisors LLC other | Creativeone Wealth, LLC independent RIA | Other | Dec 5, 2023 | Aug 2, 2023 |
| Kevin M Churchill | Sunflower Wealth Advisors LLC other | Forefront independent RIA | Other | Aug 27, 2021 | Nov 18, 2024 (1179 d) |
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4 moves match.