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

Arrivals at First Command Financial Planning, Inc.

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
Timothy Michael Long	First Command Bank unclassified	First Command Financial Planning, Inc. other	Other	Sep 2, 2005	Sep 2, 2005
Kelly Nicole Buchfink	First Command Bank unclassified	First Command Financial Planning, Inc. other	Other	Sep 2, 2005	Sep 2, 2005
Patricia Dolores Soto	First Command Bank unclassified	First Command Financial Planning, Inc. other	Other	Sep 2, 2005	Sep 2, 2005
Michael William Mandarino	First Command Bank unclassified	First Command Financial Planning, Inc. other	Other	Sep 2, 2005	Sep 2, 2005
Jon Christopher Vinge	First Command Bank unclassified	First Command Financial Planning, Inc. other	Other	Sep 2, 2005	Sep 2, 2005
Douglas W Bridges	First Command Bank unclassified	First Command Financial Planning, Inc. other	Other	Sep 2, 2005	Sep 2, 2005
Steven Arthur Kernahan	First Command Bank unclassified	First Command Financial Planning, Inc. other	Other	Sep 2, 2005	Sep 2, 2005
Michael R Cordrey	First Command Bank unclassified	First Command Financial Planning, Inc. other	Other	Sep 2, 2005	Sep 2, 2005
Christopher Thomas Urness	First Command Bank unclassified	First Command Financial Planning, Inc. other	Other	Sep 2, 2005	Sep 2, 2005
Francisco Barreto	First Command Bank unclassified	First Command Financial Planning, Inc. other	Other	Sep 2, 2005	Sep 2, 2005
Margaret Ann Coutinho-Betancourt	First Command Bank unclassified	First Command Financial Planning, Inc. other	Other	Sep 2, 2005	Sep 2, 2005
Robert Carlton Patton	First Command Bank unclassified	First Command Financial Planning, Inc. other	Other	Sep 2, 2005	Sep 2, 2005
Barry Douglas Todd	First Command Bank unclassified	First Command Financial Planning, Inc. other	Other	Sep 2, 2005	Sep 2, 2005
Timothy Robert Randle	First Command Bank unclassified	First Command Financial Planning, Inc. other	Other	Sep 2, 2005	Sep 2, 2005
Bavy Uriah Lopez	First Command Bank unclassified	First Command Financial Planning, Inc. other	Other	Sep 2, 2005	Sep 2, 2005
Mark Robert Timko	First Command Bank unclassified	First Command Financial Planning, Inc. other	Other	Sep 2, 2005	Sep 2, 2005
Timothy G Jennings	First Command Bank unclassified	First Command Financial Planning, Inc. other	Other	Sep 2, 2005	Sep 2, 2005
Roy Edward Gray	First Command Bank unclassified	First Command Financial Planning, Inc. other	Other	Sep 2, 2005	Sep 2, 2005
Jose Rafael Rodriguez	First Command Bank unclassified	First Command Financial Planning, Inc. other	Other	Sep 2, 2005	Sep 2, 2005
Kelley Renee Collingwood	First Command Bank unclassified	First Command Financial Planning, Inc. other	Other	Sep 2, 2005	Sep 2, 2005
Jaclyn Smith Thorp	First Command Bank unclassified	First Command Financial Planning, Inc. other	Other	Sep 2, 2005	Sep 2, 2005
Larry Robert Blades	First Command Bank unclassified	First Command Financial Planning, Inc. other	Other	Sep 2, 2005	Sep 2, 2005
Andrew Richard Pike	First Command Bank unclassified	First Command Financial Planning, Inc. other	Other	Sep 2, 2005	Sep 2, 2005
Chad L Tennant	First Command Bank unclassified	First Command Financial Planning, Inc. other	Other	Sep 2, 2005	Sep 2, 2005
Jeb Stuart Zoller	First Command Bank unclassified	First Command Financial Planning, Inc. other	Other	Sep 2, 2005	Sep 2, 2005
James Charles Metzbower	First Command Bank unclassified	First Command Financial Planning, Inc. other	Other	Sep 2, 2005	Sep 2, 2005
Louis James Leyes	First Command Bank unclassified	First Command Financial Planning, Inc. other	Other	Sep 2, 2005	Sep 2, 2005
Devon Lynn Reynolds	First Command Bank unclassified	First Command Financial Planning, Inc. other	Other	Sep 2, 2005	Sep 2, 2005
Ann Marie B Cudzilo	First Command Bank unclassified	First Command Financial Planning, Inc. other	Other	Sep 2, 2005	Sep 2, 2005
Grace Yvonne Ottey	First Command Bank unclassified	First Command Financial Planning, Inc. other	Other	Sep 2, 2005	Sep 2, 2005
Jason Palomares Lavarias	First Command Bank unclassified	First Command Financial Planning, Inc. other	Other	Sep 2, 2005	Sep 2, 2005
Stuart Allen Pipho	First Command Bank unclassified	First Command Financial Planning, Inc. other	Other	Sep 2, 2005	Sep 2, 2005
Michael Lester Shipman	First Command Bank unclassified	First Command Financial Planning, Inc. other	Other	Sep 2, 2005	Sep 2, 2005
John. W Exner	First Command Bank unclassified	First Command Financial Planning, Inc. other	Other	Sep 2, 2005	Sep 2, 2005
Todd Alan Gaswick	First Command Bank unclassified	First Command Financial Planning, Inc. other	Other	Sep 2, 2005	Sep 2, 2005
Eric Karl Bressman	First Command Bank unclassified	First Command Financial Planning, Inc. other	Other	Sep 2, 2005	Sep 2, 2005
Todd Duane Taylor	First Command Bank unclassified	First Command Financial Planning, Inc. other	Other	Sep 2, 2005	Sep 2, 2005
Patrick W Miller	First Command Bank unclassified	First Command Financial Planning, Inc. other	Other	Sep 2, 2005	Sep 2, 2005
Pamela Ann Rodriguez	First Command Bank unclassified	First Command Financial Planning, Inc. other	Other	Sep 2, 2005	Sep 2, 2005
Michael Robert Turley	First Command Bank unclassified	First Command Financial Planning, Inc. other	Other	Sep 2, 2005	Sep 2, 2005
Flint T Schuller	First Command Bank unclassified	First Command Financial Planning, Inc. other	Other	Sep 2, 2005	Sep 2, 2005
David Holmes Lamp	First Command Bank unclassified	First Command Financial Planning, Inc. other	Other	Sep 2, 2005	Sep 2, 2005
Michael Ray Barclift	First Command Bank unclassified	First Command Financial Planning, Inc. other	Other	Sep 2, 2005	Sep 2, 2005
Robert Joseph Sampson	First Command Bank unclassified	First Command Financial Planning, Inc. other	Other	Sep 2, 2005	Sep 2, 2005
Lucila Ann Williams	First Command Bank unclassified	First Command Financial Planning, Inc. other	Other	Sep 2, 2005	Sep 2, 2005
Kristin Nicole Campbell	First Command Bank unclassified	First Command Financial Planning, Inc. other	Other	Sep 2, 2005	Sep 2, 2005
Vincent Armond Croom	First Command Bank unclassified	First Command Financial Planning, Inc. other	Other	Sep 2, 2005	Sep 2, 2005
Heather Blaine Brock	First Command Bank unclassified	First Command Financial Planning, Inc. other	Other	Sep 2, 2005	Sep 2, 2005
Meghann Rae Newman	First Command Bank unclassified	First Command Financial Planning, Inc. other	Other	Sep 2, 2005	Sep 2, 2005
Edward Anthony Hunton	UBS Financial Services Inc. wirehouse	First Command Financial Planning, Inc. other	Other	Jun 5, 2002	Jul 27, 2012 (3705 d)

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110 moves match.