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 Goodman Financial Corporation
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 |
|---|---|---|---|---|---|
| Robin Raphael Kollannur | Scopefour Capital unclassified | Goodman Financial Corporation independent RIA | Other | Jan 5, 2026 | Aug 19, 2025 |
| Paul Edwin Palmer | Advocates Wealth Planning independent RIA | Goodman Financial Corporation independent RIA | RIA to RIA | Dec 15, 2023 | Dec 18, 2023 |
| Antonio Felipe Castillo | Rwm Capital, LLC independent RIA | Goodman Financial Corporation independent RIA | RIA to RIA | Feb 3, 2023 | Feb 15, 2023 |
| Cameron Arthur Malott | Engrave Wealth Partners, LLC independent RIA | Goodman Financial Corporation independent RIA | RIA to RIA | Oct 13, 2022 | Oct 31, 2022 |
| Abrin Angelus Berkemeyer | Rwm Capital, LLC independent RIA | Goodman Financial Corporation independent RIA | RIA to RIA | Sep 21, 2022 | Apr 20, 2022 |
| Steven Joseph Vannostrand | Advice And Planning Services BD affiliated | Goodman Financial Corporation independent RIA | Affiliated broker-dealer or bank to independent RIA | Nov 13, 2020 | Jan 21, 2021 (69 d) |
| Anil Chacko | Advice And Planning Services BD affiliated | Goodman Financial Corporation independent RIA | Affiliated broker-dealer or bank to independent RIA | Aug 7, 2019 | Sep 5, 2019 |
| Morgann Michelle Zimmer | Keller Wealth Advisors other | Goodman Financial Corporation other | Other | Jun 24, 2016 | Feb 2, 2017 (223 d) |
| Wade Dyron Egmon | Stanford Group Company unclassified | Goodman Financial Corporation other | Other | Mar 31, 2009 | Sep 16, 2009 (169 d) |
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9 moves match.