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 Merkle Retirement Planning
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 |
|---|---|---|---|---|---|
| Nathan Glen Buckallew | Merkle Retirement Planning independent RIA | Foster Group, Inc. independent RIA | RIA to RIA | Feb 4, 2026 | Mar 9, 2026 (33 d) |
| Erin Nichole Cady | Merkle Retirement Planning independent RIA | Assetmark, Inc. BD affiliated | RIA to affiliated broker-dealer or bank | Nov 5, 2020 | Nov 10, 2021 (370 d) |
| James Merle Weiss | Merkle Retirement Planning independent RIA | Weiss Financial Group, LLC state registered | RIA to a state-registered adviser | Apr 3, 2019 | Apr 10, 2019 |
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3 moves match.