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 Financial Enhancement Group

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
Aaron Jacob HuntStrategic Advisers LLC national BDFinancial Enhancement Group independent RIAAffiliated broker-dealer or bank to independent RIAJun 10, 2026Jun 29, 2026
Michele Antoinette GrantCharles Schwab & Co., Inc. national BDFinancial Enhancement Group independent RIAAffiliated broker-dealer or bank to independent RIADec 6, 2023Oct 1, 2025 (665 d)
Joseph Andrew ClarkWorld Equity Group, Inc. BD affiliatedFinancial Enhancement Group no RAUMOtherDec 2, 2023Jan 3, 2012
Donald Earl HodsonWorld Equity Group, Inc. BD affiliatedFinancial Enhancement Group no RAUMOtherDec 1, 2023Jan 6, 2012
Adam Michael HarterWorld Equity Group, Inc. BD affiliatedFinancial Enhancement Group no RAUMOtherNov 30, 2023Jan 6, 2012
Samuel NeffFour Quadrant Wealth Advisors, Inc. independent RIAFinancial Enhancement Group independent RIARIA to RIASep 15, 2023Sep 29, 2023
Kyle Neal KentCharles Schwab & Co., Inc. national BDFinancial Enhancement Group independent RIAAffiliated broker-dealer or bank to independent RIADec 14, 2022Dec 15, 2022
Grant Garner SolivenMML Investors Services, LLC otherFinancial Enhancement Group otherOtherDec 2, 2016Jan 10, 2017 (39 d)
Andrew William ThrasherWorld Equity Group, Inc. otherFinancial Enhancement Group otherOtherMay 14, 2014Jun 10, 2014
Nathan E CarmanyWorld Equity Group, Inc. otherFinancial Enhancement Group no RAUMOtherDec 3, 2012Feb 8, 2012
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10 moves match.