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 Prairieview 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 |
|---|---|---|---|---|---|
| Joseph Daniel Young | Creative Planning independent RIA | Prairieview Partners, LLC independent RIA | RIA to RIA | Jan 2, 2024 | Jan 16, 2024 |
| Luke Judson Murray | Fiduciary Counselling Inc independent RIA | Prairieview Partners, LLC independent RIA | RIA to RIA | Aug 17, 2021 | Feb 12, 2021 |
| Amanda Lynne Parsons | Md Financial Advisors / Vestment Financial independent RIA | Prairieview Partners, LLC independent RIA | RIA to RIA | Jun 10, 2021 | Jan 21, 2022 (225 d) |
| Nicholas Timothy Sullivan | All Star Financial Inc other | Prairieview Partners, LLC other | Other | Nov 15, 2016 | Dec 23, 2016 (38 d) |
| Dillon Joseph Essma | Green Street no RAUM | Prairieview Partners, LLC independent RIA | Other | Mar 23, 2016 | Jan 24, 2022 (2133 d) |
| Robert Norman Aylin III | Carlson Capital Management other | Prairieview Partners, LLC other | Other | Dec 31, 2007 | Jan 29, 2014 (2221 d) |
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6 moves match.