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 Minerva Planning Group
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 |
|---|---|---|---|---|---|
| Christine Marie Larson-Postel | Pinnacle Advisors independent RIA | Minerva Planning Group independent RIA | RIA to RIA | Sep 4, 2026 | Sep 16, 2026 |
| James Christopher Brown | Vaughan-Brown Wealth Management, LLC unclassified | Minerva Planning Group independent RIA | Other | May 10, 2024 | May 13, 2024 |
| Peter William Krull | LPL Financial LLC other | Minerva Planning Group other | Other | Mar 29, 2010 | Jul 19, 2010 (112 d) |
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3 moves match.