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 Frontier Financial Partners, 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 |
|---|---|---|---|---|---|
| Frank Leroy Bell | Compass Financial Strategies, Inc. unclassified | Frontier Financial Partners, LLC state registered | Other | May 31, 2023 | May 20, 2008 |
| Deborah Hughes Bell | Compass Financial Strategies, Inc. unclassified | Frontier Financial Partners, LLC state registered | Other | May 31, 2023 | May 20, 2008 |
| Jeffrey Pippin Benson | Next Financial Group, Inc. other | Frontier Financial Partners, LLC state registered | Other | Aug 31, 2005 | May 20, 2008 (993 d) |
| William Scott Thomas | Next Financial Group, Inc. other | Frontier Financial Partners, LLC state registered | Other | Aug 31, 2005 | Aug 12, 2005 |
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4 moves match.