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 Clintsman Financial Planning
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 |
|---|---|---|---|---|---|
| Benjamin Jacob Jones | Carter Advisory Services, Inc state registered | Clintsman Financial Planning independent RIA | Other | Nov 8, 2021 | Dec 5, 2021 |
| Gregory Michael Lanier | Raymond James Financial Services Advisors, Inc BD affiliated | Clintsman Financial Planning independent RIA | Affiliated broker-dealer or bank to independent RIA | Sep 14, 2018 | Jun 24, 2019 (283 d) |
| Randall Scott Crimmings | Strategic Advisers LLC national BD | Clintsman Financial Planning other | Other | Jul 22, 2008 | Aug 11, 2008 |
| Daniel Robert Mauck | Kpmg Investment Advisors unclassified | Clintsman Financial Planning other | Other | Feb 4, 2004 | Jan 12, 2005 (343 d) |
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4 moves match.