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 Brighter Financial Capital 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 |
|---|---|---|---|---|---|
| Michael R. Danjczek | Brighter Financial Capital Management, LLC independent RIA | Great Valley Advisor Group, LLC independent RIA | RIA to RIA | Mar 21, 2023 | Mar 20, 2023 |
| Kristen Lyn Money | Brighter Financial Capital Management, LLC independent RIA | Great Valley Advisor Group, LLC independent RIA | RIA to RIA | Mar 21, 2023 | Mar 17, 2023 |
| David Weiss | Brighter Financial Capital Management, LLC independent RIA | Amj Financial Wealth Management LLC independent RIA | RIA to RIA | Jun 25, 2021 | Jul 26, 2021 (31 d) |
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3 moves match.