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 Morris Financial Concepts, 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Nathan Edward White | Wildes Financial Strategies, Inc independent RIA | Morris Financial Concepts, Inc. independent RIA | RIA to RIA | Jul 10, 2024 | Feb 11, 2026 (581 d) |
| Savannah Rose Cooper | D.A. Davidson & Co. other | Morris Financial Concepts, Inc. independent RIA | Other | Apr 24, 2017 | Jan 9, 2019 (625 d) |
| Brian Jeffery Cummings | LPL Financial LLC other | Morris Financial Concepts, Inc. other | Other | Jan 20, 2016 | Dec 12, 2017 (692 d) |
| Stephen Barton Valley | Abacus Planning Group, Inc. other | Morris Financial Concepts, Inc. independent RIA | Other | Sep 30, 2011 | Feb 13, 2020 (3058 d) |
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4 moves match.