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 Bartley Financial Advisors, 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Daisia Marie Mccrae | Concord Wealth Partners independent RIA | Bartley Financial Advisors, LLC independent RIA | RIA to RIA | Jun 8, 2026 | Jul 10, 2026 (32 d) |
| Thomas Henry Craft | Osaic Fa, Inc. other | Bartley Financial Advisors, LLC independent RIA | Other | Aug 17, 2016 | Aug 25, 2016 |
| Jessica Lynn Kreger | Sensible Financial Planning And Management, LLC other | Bartley Financial Advisors, LLC independent RIA | Other | Jun 5, 2013 | Jan 12, 2015 (586 d) |
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3 moves match.