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 Your Planning Partner 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 |
|---|---|---|---|---|---|
| Kevin Gregg Derosa | Your Planning Partner LLC state registered | Blackdiamond Wealth Management, LLC independent RIA | Other | Dec 1, 2021 | Dec 13, 2021 |
| Michael Patrick Weber | Your Planning Partner LLC state registered | Bluesphere Advisors LLC independent RIA | Other | Sep 23, 2020 | Oct 20, 2020 |
| Glen Whittington | Your Planning Partner LLC state registered | Huntington Financial Advisors BD affiliated | Other | Sep 18, 2018 | Mar 19, 2019 (182 d) |
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3 moves match.