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 Leading Edge Financial 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 |
|---|---|---|---|---|---|
| Charles Travis Reader | Leading Edge Financial Planning LLC independent RIA | Different By Design Financial Planning unclassified | Other | Dec 20, 2024 | Mar 12, 2025 (82 d) |
| Jon L Cremer | Leading Edge Financial Planning LLC independent RIA | Edward Jones national BD | RIA to affiliated broker-dealer or bank | Nov 14, 2024 | Feb 3, 2025 (81 d) |
| Benjamin William Dickinson | Leading Edge Financial Planning LLC independent RIA | Empower Advisory Group, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Aug 21, 2023 | Oct 27, 2023 (67 d) |
Page 1 of 1
3 moves match.