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 Diversified, 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.

AdvisorFromToTypeLeftRegistered
Renae RansdellCreative Planning Institutional Advisors, LLC institutionalDiversified, LLC independent RIAOtherMar 8, 2024Mar 8, 2024
Matthew Robert StackSei Investments Management Corp otherDiversified, LLC independent RIAOtherSep 5, 2023Oct 2, 2023
Martin Tyler McguireMarca Life Planning otherDiversified, LLC independent RIAOtherMar 31, 2022Apr 1, 2022
Kyle HillDiversified Planning LLC no RAUMDiversified, LLC independent RIAOtherJan 3, 2022Dec 15, 2021
Max BergerSei Investments Management Corp otherDiversified, LLC independent RIAOtherSep 13, 2021Jun 16, 2023 (641 d)
Clark Thomas SchweitzerSei Investments Management Corp otherDiversified, LLC independent RIAOtherJul 19, 2021Aug 3, 2021
Samuel Peter VaranoRz Wealth independent RIADiversified, LLC independent RIARIA to RIAJan 5, 2021Jan 5, 2021
Peter J HackenbrackRz Wealth independent RIADiversified, LLC independent RIARIA to RIAJan 5, 2021Jan 5, 2021
James WitnerRz Wealth independent RIADiversified, LLC independent RIARIA to RIAJan 5, 2021Jan 5, 2021
Michael Allen FisherLincoln Investment BD affiliatedDiversified, LLC independent RIAAffiliated broker-dealer or bank to independent RIAAug 15, 2019Sep 9, 2019
Michael Todd HorwathSei Investments Management Corp otherDiversified, LLC independent RIAOtherSep 8, 2016Oct 4, 2016
Stephen Christopher WildmanAdvice And Planning Services otherDiversified, LLC independent RIAOtherOct 31, 2015Apr 30, 2024 (3104 d)
Jacob C FosterEdward Jones national BDDiversified, LLC independent RIAAffiliated broker-dealer or bank to independent RIAFeb 10, 2011May 12, 2023 (4474 d)
Andrew Scott RosenNew England Securities Corporation otherDiversified, LLC independent RIAOtherMar 25, 2010May 20, 2010 (56 d)
Robert T. SimMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseDiversified, LLC independent RIAWirehouse to independent RIAOct 5, 2006Jun 13, 2007 (251 d)
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15 moves match.