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 Boardwalk Financial Strategies 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Brittany Lynn Falkner | Charter Capital Management, Inc independent RIA | Boardwalk Financial Strategies LLC independent RIA | RIA to RIA | Jun 9, 2023 | Jun 27, 2023 |
| John Robert Morton | Balasa Dinverno Foltz LLC other | Boardwalk Financial Strategies LLC independent RIA | Other | Mar 13, 2018 | Mar 29, 2018 |
| Michael John Rodenbaugh | Deloitte Investment Advisors LLC unclassified | Boardwalk Financial Strategies LLC independent RIA | Other | Jan 25, 2007 | Oct 1, 2025 (6824 d) |
Page 1 of 1
3 moves match.