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 Vantage Financial Partners, 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.

AdvisorFromToTypeLeftRegistered
Jesse Allen NiederbaumerVantage Financial Partners, LLC independent RIANorthrock Partners, LLC independent RIARIA to RIAJun 8, 2026Apr 2, 2026
Konstantinos Georje GeorgostathisVantage Financial Partners, LLC independent RIANorthrock Partners, LLC independent RIARIA to RIAApr 29, 2026Apr 1, 2026
Jeremy James GardnerVantage Financial Partners, LLC independent RIANorthrock Partners, LLC independent RIARIA to RIAApr 29, 2026Apr 1, 2026
Christopher Kendall JohnsonVantage Financial Partners, LLC independent RIANorthrock Partners, LLC independent RIARIA to RIAApr 29, 2026May 29, 2026
Thomas W. TitusVantage Financial Partners, LLC independent RIANorthrock Partners, LLC independent RIARIA to RIAApr 29, 2026Apr 1, 2026
Andrew Allen MeyerVantage Financial Partners, LLC independent RIANorthrock Partners, LLC independent RIARIA to RIAApr 29, 2026Apr 3, 2026
Philip Mark NybrotenVantage Financial Partners, LLC independent RIANorthrock Partners, LLC independent RIARIA to RIAApr 29, 2026Apr 1, 2026
Rachel Ann PeaseVantage Financial Partners, LLC independent RIANorthrock Partners, LLC independent RIARIA to RIAApr 29, 2026Apr 1, 2026
Michael Phillip FranksVantage Financial Partners, LLC independent RIANorthrock Partners, LLC independent RIARIA to RIAApr 29, 2026Apr 1, 2026
Matthew David NiederbaumerVantage Financial Partners, LLC independent RIANorthrock Partners, LLC independent RIARIA to RIAApr 10, 2026Apr 14, 2026
Adam Heath WalterVantage Financial Partners, LLC independent RIANorthrock Partners, LLC independent RIARIA to RIAApr 10, 2026Apr 14, 2026
Abram Isaiah CollaguazoVantage Financial Partners, LLC independent RIANorthrock Partners, LLC independent RIARIA to RIAApr 10, 2026Apr 14, 2026
Jarrod Dean HartVantage Financial Partners, LLC independent RIAMariner Independent independent RIARIA to RIAAug 20, 2024Sep 4, 2024
Lori Zupin FoxVantage Financial Partners, LLC no RAUMThrivent Investment Management Inc. BD affiliatedOtherSep 10, 2021Sep 14, 2021
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14 moves match.