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 Planners Alliance
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 |
|---|---|---|---|---|---|
| Janine Lee Osterink | Planners Alliance independent RIA | Advisory Alpha, LLC independent RIA | RIA to RIA | Dec 11, 2020 | Jan 2, 2026 (1848 d) |
| Ruth Denise Goldstein | Planners Alliance independent RIA | Advisory Alpha, LLC mixed wealth | RIA to RIA | Sep 30, 2020 | Sep 30, 2020 |
| Gregory Carl Mayes | Planners Alliance independent RIA | Advisory Alpha, LLC mixed wealth | RIA to RIA | Sep 15, 2020 | Sep 9, 2020 |
| Elizabeth Kathleen Skoglund | Planners Alliance independent RIA | Advisory Alpha, LLC independent RIA | RIA to RIA | Sep 15, 2020 | Nov 10, 2025 (1882 d) |
| Ramona Henderson Pearson | Planners Alliance independent RIA | Advisory Alpha, LLC independent RIA | RIA to RIA | Sep 15, 2020 | Apr 30, 2024 (1323 d) |
| Jaime Nicole Cowper | Planners Alliance independent RIA | Advisory Alpha, LLC mixed wealth | RIA to RIA | Sep 15, 2020 | Sep 3, 2020 |
| Ronald Arthur Myers | Planners Alliance independent RIA | Advisory Alpha, LLC mixed wealth | RIA to RIA | Sep 15, 2020 | Sep 8, 2020 |
| Michael Harrison Baker | Planners Alliance independent RIA | Advisory Alpha, LLC mixed wealth | RIA to RIA | Sep 15, 2020 | Sep 4, 2020 |
| Kevin Michael Bucher | Planners Alliance independent RIA | Advisory Alpha, LLC mixed wealth | RIA to RIA | Sep 15, 2020 | Sep 4, 2020 |
| Linda Marie Roberts | Planners Alliance independent RIA | Advisory Alpha, LLC mixed wealth | RIA to RIA | Sep 15, 2020 | Sep 15, 2020 |
| Ross Evan Marynell | Planners Alliance independent RIA | Advisory Alpha, LLC mixed wealth | RIA to RIA | Sep 15, 2020 | Sep 8, 2020 |
| James Wesley Poling | Planners Alliance independent RIA | Advisory Alpha, LLC mixed wealth | RIA to RIA | Sep 15, 2020 | Sep 15, 2020 |
| Robert Kort | Planners Alliance independent RIA | Advisory Alpha, LLC mixed wealth | RIA to RIA | Sep 15, 2020 | Sep 3, 2020 |
| Peter A Samenuk | Planners Alliance independent RIA | Advisory Alpha, LLC mixed wealth | RIA to RIA | Sep 15, 2020 | Sep 10, 2020 |
| Kyle Timothy Obrien | Planners Alliance independent RIA | Advisory Alpha, LLC independent RIA | RIA to RIA | Sep 15, 2020 | Jan 1, 2025 (1569 d) |
| Nathan Nichols | Planners Alliance independent RIA | Advisory Alpha, LLC mixed wealth | RIA to RIA | Sep 15, 2020 | Sep 8, 2020 |
| Martin Lopez Tuero | Planners Alliance independent RIA | Advisory Alpha, LLC mixed wealth | RIA to RIA | Sep 15, 2020 | Sep 3, 2020 |
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17 moves match.