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 Shine Wealth Partners
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 |
|---|---|---|---|---|---|
| James Blair Callahan | Janiczek Wealth Management independent RIA | Shine Wealth Partners independent RIA | RIA to RIA | May 13, 2019 | Sep 10, 2019 (120 d) |
| Peter Andrew Vander Ploeg | Strategic Advisers LLC national BD | Shine Wealth Partners independent RIA | Affiliated broker-dealer or bank to independent RIA | Apr 5, 2018 | Apr 13, 2018 |
| Elisabeth Loeb Jacobson | Cherry Hills Investment Advisors, Inc. other | Shine Wealth Partners other | Other | Jan 27, 2017 | Nov 17, 2017 (294 d) |
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3 moves match.