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 Horizons Sustainable Financial Services, 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 |
|---|---|---|---|---|---|
| Megan Elizabeth Buchanan | Silver Oak Advisory Group independent RIA | Horizons Sustainable Financial Services, Inc. independent RIA | RIA to RIA | May 1, 2025 | May 14, 2025 |
| Alan Dale Gammel | First Affirmative Financial Network LLC independent RIA | Horizons Sustainable Financial Services, Inc. independent RIA | RIA to RIA | Sep 15, 2020 | Jun 7, 2021 (265 d) |
| Frederic Paul Perret | First Affirmative Financial Network LLC independent RIA | Horizons Sustainable Financial Services, Inc. independent RIA | RIA to RIA | Sep 15, 2020 | Aug 14, 2020 |
| Johann Albert Klaassen | Cambridge Investment Research Advisors, Inc. other | Horizons Sustainable Financial Services, Inc. independent RIA | Other | Jul 19, 2013 | May 1, 2013 |
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4 moves match.