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 Mathies Financial Partners
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 |
|---|---|---|---|---|---|
| Lindsey Lombardo Turner | Freedom Wealth Coaching, LLC state registered | Mathies Financial Partners independent RIA | Other | Feb 27, 2024 | Feb 26, 2024 |
| Jeffrey Richards Young | Centaurus Financial, Inc. other | Mathies Financial Partners independent RIA | Other | Apr 1, 2014 | Apr 1, 2014 |
| Jeffrey D Mathies | Redhawk Wealth Advisors, Inc. other | Mathies Financial Partners independent RIA | Other | Oct 16, 2009 | Sep 25, 2009 |
| Nicklos Karl Naseman | Redhawk Wealth Advisors, Inc. other | Mathies Financial Partners independent RIA | Other | Oct 16, 2009 | Sep 25, 2009 |
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4 moves match.