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 Quantum Financial Planning Services, 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 |
|---|---|---|---|---|---|
| Travis John Schiele | Aldrich Wealth LP independent RIA | Quantum Financial Planning Services, Inc. independent RIA | RIA to RIA | Apr 17, 2026 | Apr 23, 2026 |
| Eric Fenton Green | Mariner Advisor Network BD affiliated | Quantum Financial Planning Services, Inc. independent RIA | Affiliated broker-dealer or bank to independent RIA | Nov 26, 2025 | Nov 23, 2025 |
| Craig Robert Whitbeck | Clear Future Financial, LLC unclassified | Quantum Financial Planning Services, Inc. independent RIA | Other | Sep 4, 2025 | Sep 2, 2025 |
| Nicholas Rau Fuller | Osaic Wealth, Inc. BD affiliated | Quantum Financial Planning Services, Inc. independent RIA | Affiliated broker-dealer or bank to independent RIA | Mar 13, 2024 | Mar 22, 2024 |
| Mark Andrew Coski | Ssn Advisory, Inc. BD affiliated | Quantum Financial Planning Services, Inc. independent RIA | Affiliated broker-dealer or bank to independent RIA | Aug 31, 2020 | Sep 1, 2020 |
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5 moves match.