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 Burkett Financial Services, 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 |
|---|---|---|---|---|---|
| Jana Blackwell Morrison | Buckingham Strategic Wealth, LLC independent RIA | Burkett Financial Services, LLC independent RIA | RIA to RIA | Oct 19, 2022 | Sep 7, 2022 |
| Neil Ashtyn Brown | Freeman Wealth Management LLC unclassified | Burkett Financial Services, LLC other | Other | Jan 20, 2017 | Feb 15, 2007 |
| Jana Blackwell Morrison | Cetera Advisor Networks LLC other | Burkett Financial Services, LLC other | Other | Sep 8, 2014 | Sep 26, 2014 |
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3 moves match.