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 Enrich Financial Partners LLC
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 |
|---|---|---|---|---|---|
| Trent Tredinnick | Cuna Brokerage Services, Inc. BD affiliated | Enrich Financial Partners LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Mar 30, 2023 | Aug 15, 2024 (504 d) |
| Neil Robert Dinndorf | Sva Wealth Management, LLC other | Enrich Financial Partners LLC independent RIA | Other | Apr 11, 2013 | Jan 1, 2025 (4283 d) |
| Justin Daniel Goninen | UBS Financial Services Inc. wirehouse | Enrich Financial Partners LLC other | Other | Mar 12, 2010 | Mar 25, 2010 |
| Christopher David Rich | Financial Planning Services, Inc unclassified | Enrich Financial Partners LLC other | Other | Jul 2, 2003 | Mar 1, 2004 (243 d) |
| Erik John Mikkelson | Financial Planning Services, Inc unclassified | Enrich Financial Partners LLC other | Other | Jul 2, 2003 | Mar 1, 2004 (243 d) |
Page 1 of 1
5 moves match.