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 Aspire Planning Associates, 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 |
|---|---|---|---|---|---|
| Lloyd Shigeto Yamada | Aspire Planning Associates, Inc. independent RIA | Farther independent RIA | RIA to RIA | Mar 23, 2026 | Jan 23, 2026 |
| Evor Charles Vattuone | Aspire Planning Associates, Inc. independent RIA | Farther independent RIA | RIA to RIA | Mar 23, 2026 | Jan 17, 2026 |
| Mira Mary Ma | Aspire Planning Associates, Inc. independent RIA | Marim Wealth Planning state registered | RIA to a state-registered adviser | Nov 9, 2023 | Jun 29, 2023 |
| Laura Lea Kimball | Aspire Planning Associates, Inc. independent RIA | Facet independent RIA | RIA to RIA | Dec 3, 2021 | Apr 15, 2021 |
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4 moves match.