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 First Financial Coaching, 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 |
|---|---|---|---|---|---|
| Becky Lynn Walker | Osaic Wealth, Inc. BD affiliated | First Financial Coaching, Inc. independent RIA | Affiliated broker-dealer or bank to independent RIA | Jul 25, 2025 | Jul 22, 2025 |
| Jamie Lanay Smith | Osaic Wealth, Inc. BD affiliated | First Financial Coaching, Inc. independent RIA | Affiliated broker-dealer or bank to independent RIA | Jul 25, 2025 | Jul 22, 2025 |
| Alan Charles Schauer | Osaic Wealth, Inc. BD affiliated | First Financial Coaching, Inc. independent RIA | Affiliated broker-dealer or bank to independent RIA | Jul 25, 2025 | Jul 22, 2025 |
| Thomas E Blottenberger | Paradigm Shift Financial, LLC unclassified | First Financial Coaching, Inc. independent RIA | Other | Jun 11, 2025 | May 7, 2025 |
| Ira Mitchell Work | Paul Winkler, Inc. independent RIA | First Financial Coaching, Inc. independent RIA | RIA to RIA | Apr 28, 2025 | Mar 27, 2025 |
| Jimmy Millard Bevins | Osaic Fs, Inc. BD affiliated | First Financial Coaching, Inc. independent RIA | Affiliated broker-dealer or bank to independent RIA | Apr 6, 2021 | Oct 22, 2025 (1660 d) |
| Mayo Mcgill Fitzhugh | Signature Investments, Inc. other | First Financial Coaching, Inc. independent RIA | Other | Aug 19, 2015 | Aug 26, 2015 |
| Gerald Irwin Kalish | Erisa Advisers, LLC unclassified | First Financial Coaching, Inc. independent RIA | Other | Dec 8, 2011 | Nov 8, 2017 (2162 d) |
| Thomas Edmund Hatfield | Osaic Fs, Inc. other | First Financial Coaching, Inc. independent RIA | Other | Mar 1, 2010 | Apr 1, 2010 (31 d) |
| William Wesley Reed | Osaic Fs, Inc. other | First Financial Coaching, Inc. independent RIA | Other | Mar 1, 2010 | Apr 1, 2010 (31 d) |
| Thomas Edmund Hatfield | Osaic Fs, Inc. other | First Financial Coaching, Inc. independent RIA | Other | Mar 1, 2010 | Jun 21, 2010 (112 d) |
| Janet Nugent Harrington | Osaic Fs, Inc. other | First Financial Coaching, Inc. independent RIA | Other | Mar 1, 2010 | Apr 1, 2010 (31 d) |
| Jeffrey Curtis Furest | Osaic Fs, Inc. other | First Financial Coaching, Inc. independent RIA | Other | Feb 9, 2010 | Apr 1, 2010 (51 d) |
| Frank Peter Orzel | Osaic Fs, Inc. other | First Financial Coaching, Inc. independent RIA | Other | Feb 9, 2010 | Aug 17, 2026 (6033 d) |
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14 moves match.