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 Buttonwood Financial Advisors, 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 |
|---|---|---|---|---|---|
| Mary Jeanne Thompson | Reframe Financial Planning, LLC unclassified | Buttonwood Financial Advisors, Inc. independent RIA | Other | Apr 30, 2024 | Apr 30, 2024 |
| James Alfred Rossman | Variphase Financial Partners, LLC other | Buttonwood Financial Advisors, Inc. independent RIA | Other | Jun 30, 2023 | Jun 30, 2023 |
| Damian Joseph Gallina | Horan Capital Management,LLC other | Buttonwood Financial Advisors, Inc. other | Other | Mar 25, 2008 | Apr 18, 2008 |
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3 moves match.