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 Family Wealth Consultants, 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 |
|---|---|---|---|---|---|
| Joseph Chuo-Ju Kuo | Abundance Wealth Planning, LLC unclassified | Family Wealth Consultants, Inc. other | Other | Jul 27, 2023 | Mar 5, 2021 |
| Peggy Dessert Martin | Nfp Advisor Services, LLC other | Family Wealth Consultants, Inc. other | Other | Aug 3, 2005 | Aug 3, 2005 |
| Craig Lee Martin | Family Wealth Consultants, Inc. unclassified | Family Wealth Consultants, Inc. independent RIA | Other | Dec 12, 2003 | Jan 9, 2025 (7699 d) |
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3 moves match.