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 Moller 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 |
|---|---|---|---|---|---|
| Nancy Jane Fehrenbach | Phase III Advisory Services, Ltd independent RIA | Moller Wealth Partners independent RIA | RIA to RIA | Jun 3, 2019 | Dec 7, 2021 (918 d) |
| Tamra Rae Wener | Renew Financial Consulting, Inc. unclassified | Moller Wealth Partners other | Other | Dec 31, 2014 | Nov 19, 2014 |
| Nathan Lawrence Eads | Ehlert Financial Group, Inc. unclassified | Moller Wealth Partners other | Other | Sep 5, 2007 | Nov 12, 2009 (799 d) |
Page 1 of 1
3 moves match.