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 Foresight Wealth Management, 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.

AdvisorFromToTypeLeftRegistered
Brenton M RipleyJamestown Wealth Management LLC unclassifiedForesight Wealth Management, LLC independent RIAOtherDec 31, 2018May 3, 2018
R Matthew TullisLifepro Asset Management independent RIAForesight Wealth Management, LLC independent RIARIA to RIAOct 8, 2018Oct 9, 2018
Joel David SlatterLefavi Wealth Management independent RIAForesight Wealth Management, LLC independent RIARIA to RIAJun 4, 2018Jun 5, 2018
Ronald William HadaFirst Allied Advisory Services, Inc. otherForesight Wealth Management, LLC mixed wealthOtherJan 31, 2018Feb 9, 2018
Benjamin Kevin ChappellHornor, Townsend & Kent, LLC otherForesight Wealth Management, LLC mixed wealthOtherJan 31, 2018Jan 17, 2018
David John AllredGirard Securities, Inc. otherForesight Wealth Management, LLC otherOtherMay 23, 2017May 24, 2017
Chace Tejler AdamsGirard Securities, Inc. otherForesight Wealth Management, LLC otherOtherMay 10, 2017May 11, 2017
William Jeffrey DraperThe Martin Worley Group otherForesight Wealth Management, LLC independent RIAOtherOct 14, 2016Sep 9, 2019 (1060 d)
Marshall Holt GilmanSsn Advisory, Inc. otherForesight Wealth Management, LLC independent RIAOtherSep 7, 2016Mar 20, 2021 (1655 d)
Andrew Duane RigbyMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseForesight Wealth Management, LLC otherOtherOct 21, 2015Dec 7, 2016 (413 d)
James Bryan WashburnHornor, Townsend & Kent, LLC otherForesight Wealth Management, LLC otherOtherOct 2, 2015Dec 15, 2015 (74 d)
Eric Quinton StatsStrategis Financial Group, Inc otherForesight Wealth Management, LLC otherOtherFeb 19, 2015May 25, 2016 (461 d)
Ross Morrell BowenYellowstone Partners otherForesight Wealth Management, LLC otherOtherMar 27, 2012Mar 27, 2012
Jay Lamarr WellsOneamerica Securities, Inc. otherForesight Wealth Management, LLC otherOtherJan 28, 2011Jan 3, 2013 (706 d)
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14 moves match.