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 Partners Group, 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 |
|---|---|---|---|---|---|
| Frank Ferrell Bowling | MML Investors Services, LLC BD affiliated | Financial Partners Group, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Feb 5, 2025 | Jan 28, 2025 |
| Thomas Gregory Miller | MML Investors Services, LLC BD affiliated | Financial Partners Group, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jun 8, 2021 | Jun 16, 2021 |
| Michael Jerome Stanley | Cambridge Investment Research Advisors, Inc. other | Financial Partners Group, LLC other | Other | May 13, 2015 | Jan 12, 2018 (975 d) |
| Scott Thomas Paschal | MML Investors Services, LLC other | Financial Partners Group, LLC no RAUM | Other | Feb 25, 2013 | Jan 30, 2013 |
| Randy Lynn Puckett | MML Investors Services, LLC other | Financial Partners Group, LLC no RAUM | Other | Feb 25, 2013 | Apr 10, 2013 (44 d) |
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5 moves match.