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 Family Legacy Financial Solutions, 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 |
|---|---|---|---|---|---|
| Mary Crawley | Family Legacy Financial Solutions, LLC independent RIA | Plancorp, LLC independent RIA | RIA to RIA | Dec 15, 2023 | Feb 20, 2024 (67 d) |
| Gerrit Dirkse Van Schalkwyk | Family Legacy Financial Solutions, LLC independent RIA | Quest 10 Wealth Builders, Inc. independent RIA | RIA to RIA | Jan 26, 2022 | Mar 14, 2022 (47 d) |
| Joseph P Acquanita | Family Legacy Financial Solutions, LLC independent RIA | Atlantic Private Wealth, LLC independent RIA | RIA to RIA | Dec 10, 2021 | Oct 27, 2022 (321 d) |
| Trevor Moyer | Family Legacy Financial Solutions, LLC independent RIA | Fidelity Personal And Workplace Advisors BD affiliated | RIA to affiliated broker-dealer or bank | Dec 8, 2021 | Feb 25, 2022 (79 d) |
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4 moves match.