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 Switchpoint 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 |
|---|---|---|---|---|---|
| Beau Michael Kemp | Switchpoint Financial Planning LLC independent RIA | Bugle Valley state registered | RIA to a state-registered adviser | Aug 25, 2026 | Aug 10, 2026 |
| Grant Prescott Fuller | Switchpoint Financial Planning LLC independent RIA | Creative Planning independent RIA | RIA to RIA | May 9, 2024 | May 6, 2024 |
| Kevin Dunford | Switchpoint Financial Planning LLC independent RIA | Better World Planning unclassified | Other | Nov 10, 2023 | Oct 11, 2024 (336 d) |
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3 moves match.