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 Christian Financial Advisors

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
Matthew Edwin BarrovecchioVanguard Advisers, Inc. BD affiliatedChristian Financial Advisors independent RIAAffiliated broker-dealer or bank to independent RIAFeb 6, 2024Feb 9, 2024
Teresa Rose JoelsonMaslow Wealth Advisors independent RIAChristian Financial Advisors independent RIARIA to RIAApr 2, 2018Apr 12, 2018
Robert Neil BarberLegacy Wealth Counselors unclassifiedChristian Financial Advisors independent RIAOtherApr 11, 2013Dec 19, 2012
Nathaniel Adam MorrisGirard Securities, Inc. otherChristian Financial Advisors independent RIAOtherDec 10, 2012Dec 21, 2012
Shawn Ross PetersNext Financial Group, Inc. otherChristian Financial Advisors independent RIAOtherJul 9, 2012May 30, 2020 (2882 d)
Page 1 of 1
5 moves match.