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 Boone Wealth Advisors, 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 |
|---|---|---|---|---|---|
| Evan Alexander Harris | LPL Financial LLC BD affiliated | Boone Wealth Advisors, LLC other | Other | Sep 2, 2025 | Sep 19, 2014 |
| Ryan J Alderfer | Key Investment Services LLC other | Boone Wealth Advisors, LLC other | Other | Sep 15, 2016 | Oct 17, 2016 (32 d) |
| Aimee Margaret Lloyd | LPL Financial LLC other | Boone Wealth Advisors, LLC other | Other | Nov 2, 2015 | Aug 14, 2006 |
| Michael Willard Boone | LPL Financial LLC other | Boone Wealth Advisors, LLC other | Other | Oct 28, 2015 | Sep 26, 2006 |
| John Phillip Carney | LPL Financial LLC other | Boone Wealth Advisors, LLC other | Other | Apr 9, 2014 | Aug 3, 2004 |
| Adelaide Leslie Grimm | LPL Financial LLC other | Boone Wealth Advisors, LLC other | Other | Mar 17, 2014 | Mar 28, 2013 |
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6 moves match.