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 Fmp Wealth Advisers
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 |
|---|---|---|---|---|---|
| Christopher Sean Hehman | Dimensional Fund Advisors LP asset manager | Fmp Wealth Advisers independent RIA | Other | Oct 28, 2025 | May 1, 2026 (185 d) |
| Timothy Lynn Nabers | Raymond James & Associates, Inc. national BD | Fmp Wealth Advisers other | Other | Jan 9, 2018 | Jan 5, 2018 |
| Daniel Whalen Frick | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Fmp Wealth Advisers other | Other | Aug 21, 2012 | Sep 5, 2012 |
| Michael L Carr | Hilltop Securities Inc. other | Fmp Wealth Advisers other | Other | Apr 24, 2012 | Mar 26, 2012 |
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4 moves match.