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 Strategic Financial Planning, 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 |
|---|---|---|---|---|---|
| John David Pritchett | North Ridge independent RIA | Strategic Financial Planning, Inc. independent RIA | RIA to RIA | Feb 22, 2025 | Apr 20, 2025 (57 d) |
| Rhett Chase Mouchet | Alpha Financial Management, Inc. independent RIA | Strategic Financial Planning, Inc. other | Other | Jul 31, 2013 | Sep 25, 2013 (56 d) |
| Gregory Alan Deckert | LPL Financial LLC other | Strategic Financial Planning, Inc. other | Other | Dec 21, 2012 | Apr 9, 2013 (109 d) |
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3 moves match.