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 Communitas Financial Planning Pbc
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 |
|---|---|---|---|---|---|
| Laura Marie Nowinski | First Affirmative Financial Network LLC independent RIA | Communitas Financial Planning Pbc state registered | RIA to a state-registered adviser | Jan 27, 2025 | Aug 16, 2023 |
| Ian Bernard Mcleod | The Social Equity Group, Inc. other | Communitas Financial Planning Pbc state registered | Other | Jan 18, 2012 | Jan 3, 2012 |
| James Alan Frazin | First Affirmative Financial Network LLC other | Communitas Financial Planning Pbc state registered | Other | Jan 11, 2012 | Oct 9, 2013 (637 d) |
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3 moves match.