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 Foster & Motley 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.

AdvisorFromToTypeLeftRegistered
Irene Ay-Luen TsaiFort Washington Investment Advisors Inc institutionalFoster & Motley Inc independent RIAOtherApr 28, 2026Jun 1, 2026 (34 d)
Chia-Hui Ou YangMoney Concepts Advisory Service BD affiliatedFoster & Motley Inc independent RIAAffiliated broker-dealer or bank to independent RIAFeb 3, 2026Feb 12, 2026
Lindsey Renee KeithHoran Wealth Management independent RIAFoster & Motley Inc independent RIARIA to RIAJan 3, 2024Oct 23, 2024 (294 d)
Sarah Katherine BrowneF/M Investments LLC otherFoster & Motley Inc independent RIAOtherOct 18, 2021Jan 31, 2022 (105 d)
Joseph Anthony PattersonJohnson Investment Counsel, Inc. otherFoster & Motley Inc otherOtherMay 12, 2015May 13, 2015
Rachel Ann RasmussenCovington & Associates, Inc. otherFoster & Motley Inc otherOtherSep 16, 2014Sep 19, 2014
David J NienaberDeloitte Investment Advisors LLC unclassifiedFoster & Motley Inc otherOtherSep 13, 2010Feb 22, 2011 (162 d)
Anthony Robert LuckhardtStrategic Advisers LLC national BDFoster & Motley Inc otherOtherDec 4, 2008Dec 4, 2008
Zachary Tyler HornAmeriprise Financial Services, LLC national BDFoster & Motley Inc otherOtherDec 8, 2006Mar 7, 2012 (1916 d)
John D BurkeCharles Schwab & Co., Inc. national BDFoster & Motley Inc otherOtherJun 12, 2002Jul 26, 2002 (44 d)
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10 moves match.