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 Seven Springs Wealth 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 |
|---|---|---|---|---|---|
| Michael Hunter Yarbrough | Rfg Advisory, LLC independent RIA | Seven Springs Wealth Group independent RIA | RIA to RIA | Jan 3, 2025 | Jan 7, 2025 |
| Hunter Pierce Anderson | Prudent Street Financial Advisors, LLC independent RIA | Seven Springs Wealth Group independent RIA | RIA to RIA | Dec 13, 2024 | Nov 4, 2024 |
| Matthew Parks | Dean Dorton Wealth Management, LLC state registered | Seven Springs Wealth Group independent RIA | Other | Aug 16, 2022 | Aug 11, 2022 |
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3 moves match.