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 Shira Ridge Wealth Management
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 |
|---|---|---|---|---|---|
| Tuvshinjargal T Odeh | Wealth Enhancement Advisory Services, LLC independent RIA | Shira Ridge Wealth Management independent RIA | RIA to RIA | Dec 4, 2023 | May 6, 2024 (154 d) |
| Laurean Sue Nardone | LPL Financial LLC other | Shira Ridge Wealth Management independent RIA | Other | May 21, 2015 | Mar 11, 2022 (2486 d) |
| Heidi S Morshead | LPL Financial LLC other | Shira Ridge Wealth Management independent RIA | Other | May 21, 2015 | May 13, 2015 |
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3 moves match.