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 Reframe Wealth, 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 |
|---|---|---|---|---|---|
| Andrew Richard Linn | Reframe Wealth, LLC independent RIA | Greenspring Advisors, LLC independent RIA | RIA to RIA | Mar 12, 2026 | Jul 16, 2026 (126 d) |
| Thomas Christopher Massie | Reframe Wealth, LLC independent RIA | Massie Financial Planning Inc. state registered | RIA to a state-registered adviser | Jan 9, 2023 | Jan 9, 2023 |
| Melanie Simons | Reframe Wealth, LLC independent RIA | Chevy Chase Trust Company mixed wealth | RIA to RIA | Dec 31, 2022 | Mar 1, 2023 (60 d) |
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3 moves match.