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 Perk Planning
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 |
|---|---|---|---|---|---|
| Kyra Faith Thiel | Savant Wealth Management independent RIA | Perk Planning state registered | RIA to a state-registered adviser | Aug 4, 2026 | Sep 9, 2026 (36 d) |
| Zachary Steven Hidden | Plante Moran Financial Advisors independent RIA | Perk Planning state registered | RIA to a state-registered adviser | Aug 23, 2021 | Aug 9, 2021 |
| Lisa Marie Andrews | Cgn Advisors, LLC no RAUM | Perk Planning state registered | Other | Dec 31, 2012 | Jan 2, 2013 |
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3 moves match.