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 Aspyre 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.

AdvisorFromToTypeLeftRegistered
Connor Brooks AndersonCharles Schwab & Co., Inc. national BDAspyre Wealth Partners independent RIAAffiliated broker-dealer or bank to independent RIADec 24, 2025Jan 12, 2026
Joslyn R BoydLPL Financial LLC BD affiliatedAspyre Wealth Partners independent RIAAffiliated broker-dealer or bank to independent RIADec 16, 2024Jan 16, 2026 (396 d)
Meghan Deann HeinCwm, LLC BD affiliatedAspyre Wealth Partners independent RIAAffiliated broker-dealer or bank to independent RIANov 18, 2024Oct 25, 2024
Kolin HayesMokan Wealth Management independent RIAAspyre Wealth Partners independent RIARIA to RIAOct 4, 2024Oct 23, 2024
Thomas John FarrellThornburg Investment Management Inc otherAspyre Wealth Partners independent RIAOtherFeb 7, 2018Sep 13, 2018 (218 d)
Kevin Patrick Fisher AmeySecurian Financial Services, Inc. otherAspyre Wealth Partners otherOtherSep 27, 2012Oct 31, 2012 (34 d)
Kimberly A BridgesStoker Ostler, A Part Of Bmo Financial Group otherAspyre Wealth Partners otherOtherJun 14, 2012Sep 10, 2014 (818 d)
Christopher Sean WaldenFintegra, LLC otherAspyre Wealth Partners otherOtherJul 30, 2007Aug 10, 2007
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8 moves match.