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 Reap Financial Group, 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.

AdvisorFromToTypeLeftRegistered
Stephanie Anne RothCrowdstreet Advisors, LLC asset managerReap Financial Group, LLC independent RIAOtherJun 9, 2026Aug 25, 2026 (77 d)
Michael Duane ReeseCentennial Wealth Advisory, LLC independent RIAReap Financial Group, LLC independent RIARIA to RIAJan 12, 2022Jan 3, 2014
Justin Blake SaffleCharles Schwab & Co., Inc. national BDReap Financial Group, LLC independent RIAAffiliated broker-dealer or bank to independent RIAMay 22, 2019Jun 6, 2019
Charles RagoneseBrookstone Capital Management LLC otherReap Financial Group, LLC independent RIAOtherJan 14, 2010Nov 23, 2009
Kathleen Anne NolanFamily Focus Investment Advisors, LLC unclassifiedReap Financial Group, LLC independent RIAOtherDec 31, 2009Dec 2, 2009
Garry Edward CollinsBrookstone Capital Management LLC otherReap Financial Group, LLC independent RIAOtherOct 13, 2009Nov 6, 2009
Phillis Sax PilvinisBrookstone Capital Management LLC otherReap Financial Group, LLC independent RIAOtherAug 18, 2009Aug 13, 2009
Roy Lee Thrower, Jr.Brookstone Capital Management LLC otherReap Financial Group, LLC independent RIAOtherJul 21, 2009Aug 5, 2009
Barbara Louise WalkerBrookstone Capital Management LLC otherReap Financial Group, LLC independent RIAOtherJun 26, 2009Oct 2, 2009 (98 d)
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9 moves match.