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 Earned Wealth
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 |
|---|---|---|---|---|---|
| Shannon Blackmon | Earned Wealth independent RIA | Creative Planning independent RIA | RIA to RIA | Jan 4, 2025 | Jan 1, 2026 (362 d) |
| Shane Spence | Earned Wealth independent RIA | Ae Wealth Management, LLC independent RIA | RIA to RIA | Jan 3, 2024 | Aug 12, 2024 (222 d) |
| Maryam Alyce Houston | Earned Wealth independent RIA | Global Retirement Partners LLC institutional | Other | Dec 26, 2023 | Sep 19, 2024 (268 d) |
| Charley Michael Corbett | Earned Wealth independent RIA | Nova Wealth Management, Inc. independent RIA | RIA to RIA | Nov 14, 2022 | Apr 13, 2023 (150 d) |
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4 moves match.