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 Partners In Financial Planning, 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 |
|---|---|---|---|---|---|
| Richard Keith Bryan | Bryan Wealth Management, LLC unclassified | Partners In Financial Planning, LLC other | Other | Dec 31, 2012 | Jan 2, 2013 |
| Todd D Dalton | Avantax Advisory Services other | Partners In Financial Planning, LLC other | Other | Oct 4, 2011 | Nov 14, 2011 (41 d) |
| James Elwood Pearman | Fee-Only Financial Planning, L.C. other | Partners In Financial Planning, LLC other | Other | Nov 13, 2009 | Nov 13, 2009 |
| Pamela Dolvin Poldiak | Fee-Only Financial Planning, L.C. other | Partners In Financial Planning, LLC other | Other | Nov 13, 2009 | Nov 13, 2009 |
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4 moves match.