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 Sensible Money, 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
Stephanie Kay SchultzLPL Financial LLC BD affiliatedSensible Money, LLC independent RIAAffiliated broker-dealer or bank to independent RIAMay 11, 2026Jun 12, 2026 (32 d)
Tabitha N DalyTfo Family Office Partners independent RIASensible Money, LLC independent RIARIA to RIAFeb 27, 2023May 3, 2023 (65 d)
Navarrus HaleThrivent Investment Management Inc. BD affiliatedSensible Money, LLC independent RIAAffiliated broker-dealer or bank to independent RIAJun 2, 2022Jun 10, 2022
Julio Lopez-BritoPortfolio Resources Advisor Group, Inc. independent RIASensible Money, LLC independent RIARIA to RIAOct 14, 2021Dec 6, 2021 (53 d)
Amy Leigh ShepardNorthwestern Mutual Investment Services,LLC no RAUMSensible Money, LLC independent RIAOtherJul 2, 2019Jul 16, 2019
Nancy Barton FellingerCoburn & Meredith, Inc. independent RIASensible Money, LLC independent RIARIA to RIASep 17, 2018Nov 30, 2018 (74 d)
Oscar R Vives OrtizLPL Financial LLC otherSensible Money, LLC independent RIAOtherNov 22, 2016Sep 4, 2024 (2843 d)
Charles David RobinsonWfg Advisors, LP otherSensible Money, LLC otherOtherJan 9, 2015Aug 17, 2015 (220 d)
Michelle PetrowskiSchwab Wealth Advisory, Inc. otherSensible Money, LLC otherOtherDec 4, 2014Aug 17, 2015 (256 d)
Kathleen Kelly MealeyCabot Wealth Management otherSensible Money, LLC otherOtherJan 30, 2014Mar 19, 2014 (48 d)
Robert Joseph BurgerMurphy Capital Advisors, LLC unclassifiedSensible Money, LLC otherOtherJun 18, 2012Jun 29, 2012
Dana Marie AnspachWealth Management Solutions otherSensible Money, LLC otherOtherJul 12, 2011Jul 22, 2011
Kimberly Marie MortonWealth Management Solutions otherSensible Money, LLC otherOtherJul 12, 2011Jul 22, 2011
Brian Thomas DuvallWealth Management Solutions otherSensible Money, LLC otherOtherApr 24, 2009Aug 1, 2012 (1195 d)
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14 moves match.