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 Milestone 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 |
|---|---|---|---|---|---|
| Eric Ryan Gregory | Milestone Financial Planning, LLC independent RIA | Ballentine Partners independent RIA | RIA to RIA | Aug 25, 2025 | Feb 19, 2026 (178 d) |
| Mckeea M Fields | Milestone Financial Planning, LLC independent RIA | LPL Financial LLC BD affiliated | RIA to affiliated broker-dealer or bank | Aug 31, 2023 | Nov 3, 2023 (64 d) |
| Nicholas Connor Prigitano | Milestone Financial Planning, LLC independent RIA | Family Financial independent RIA | RIA to RIA | Mar 16, 2023 | Sep 13, 2023 (181 d) |
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3 moves match.