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 Financial Management Network 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
Robert PagliariniPacifica Wealth Advisors, Inc. independent RIAFinancial Management Network Inc otherOtherMar 25, 2026Aug 4, 2009
John Michael RandallStash otherFinancial Management Network Inc independent RIAOtherJul 19, 2017Jul 18, 2019 (729 d)
Aran Garis SahagunLPL Financial LLC otherFinancial Management Network Inc otherOtherJun 14, 2017Apr 25, 2017
Rory Jacob Dale HartUnited Capital Financial Advisors otherFinancial Management Network Inc otherOtherNov 21, 2014Nov 25, 2014
John Joseph LinkPence Wealth Management, Inc. unclassifiedFinancial Management Network Inc otherOtherJul 10, 2013Nov 25, 2014 (503 d)
Steve James FriedmanSecurian Financial Services, Inc. otherFinancial Management Network Inc otherOtherJul 27, 2011Jul 26, 2011
Matthew Scott ConnerApplied Financial Planning, Inc. state registeredFinancial Management Network Inc otherOtherNov 13, 2008Oct 16, 2008
Jeffrey Macdonald HoltCitigroup Global Markets Inc. otherFinancial Management Network Inc otherOtherOct 3, 2003Nov 19, 2009 (2239 d)
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8 moves match.