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 Fbd Asset Mgmt
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 |
|---|---|---|---|---|---|
| Todd Anthony Mathison | Fbd Asset Mgmt independent RIA | Nottingham Wealth Partners, Inc. independent RIA | RIA to RIA | Sep 26, 2021 | Jan 3, 2022 (99 d) |
| Lucas Jon Peterson | Fbd Asset Mgmt independent RIA | Nottingham Wealth Partners, Inc. independent RIA | RIA to RIA | Sep 26, 2021 | Oct 10, 2023 (744 d) |
| Dalton Lehnen | Fbd Asset Mgmt independent RIA | Nottingham Wealth Partners, Inc. independent RIA | RIA to RIA | Sep 26, 2021 | Oct 10, 2023 (744 d) |
| Douglas Blake Hortness | Fbd Asset Mgmt no RAUM | Empower Advisory Group, LLC BD affiliated | Other | Mar 30, 2021 | Jun 30, 2022 (457 d) |
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4 moves match.