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 Investher Fiduciary Solutions, 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 |
|---|---|---|---|---|---|
| Porsche Simone Love | Esi Financial Advisors independent RIA | Investher Fiduciary Solutions, LLC state registered | RIA to a state-registered adviser | Nov 11, 2024 | Dec 18, 2024 (37 d) |
| Melissa L George | Questar Asset Management, Inc. other | Investher Fiduciary Solutions, LLC state registered | Other | Jun 29, 2010 | Aug 30, 2010 (62 d) |
| Melissa L George | Esi Financial Advisors other | Investher Fiduciary Solutions, LLC state registered | Other | Nov 2, 2005 | Nov 2, 2007 (730 d) |
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3 moves match.