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 Fra Wealth Management 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 |
|---|---|---|---|---|---|
| Christy Sue Hennessey | Fra Wealth Management LLC independent RIA | Wells Fargo Advisors wirehouse | RIA to wirehouse | Aug 19, 2026 | Sep 16, 2026 |
| Jeffrey Thomas Bone | Fra Wealth Management LLC independent RIA | Independent Wealth Network, Inc. independent RIA | RIA to RIA | Jun 19, 2025 | Jun 25, 2025 |
| David S Ryan | Fra Wealth Management LLC independent RIA | Integrity Alliance, LLC independent RIA | RIA to RIA | Jan 13, 2020 | Apr 30, 2020 (108 d) |
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3 moves match.