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 Olio Financial Planning
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 |
|---|---|---|---|---|---|
| Zachary Michael Smith | Olio Financial Planning independent RIA | The Kelly Group independent RIA | RIA to RIA | Dec 18, 2020 | Oct 15, 2021 (301 d) |
| Ashley Hall Coake | Olio Financial Planning independent RIA | Cultivate Financial Planning state registered | RIA to a state-registered adviser | Nov 14, 2018 | Nov 19, 2018 |
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2 moves match.