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 Mainstreet 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 |
|---|---|---|---|---|---|
| Patricia Ann Stallworth | Ellevest independent RIA | Mainstreet Financial Planning, Inc. state registered | RIA to a state-registered adviser | Apr 7, 2025 | Apr 24, 2026 (382 d) |
| Vida Maria Jatulis | Summit Financial Consultants, Inc. independent RIA | Mainstreet Financial Planning, Inc. state registered | RIA to a state-registered adviser | Feb 24, 2022 | Mar 8, 2022 |
| Katherine Marie Edwards | Adams Chetwood Wealth Management LLC independent RIA | Mainstreet Financial Planning, Inc. state registered | RIA to a state-registered adviser | Jan 26, 2022 | Oct 18, 2022 (265 d) |
| Jennifer Suzzane Bush | Johnson Lyman Wealth Advisors independent RIA | Mainstreet Financial Planning, Inc. state registered | RIA to a state-registered adviser | Nov 20, 2021 | Nov 16, 2021 |
| Elizabeth Grace Gillette | Lifetime Wealth Planning And Management, LLC other | Mainstreet Financial Planning, Inc. state registered | Other | Feb 16, 2018 | May 11, 2018 (84 d) |
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5 moves match.