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 Lafleur & Godfrey Private Wealth Management
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 |
|---|---|---|---|---|---|
| Zachary Thomas Falconer | Charles Schwab & Co., Inc. national BD | Lafleur & Godfrey Private Wealth Management independent RIA | Affiliated broker-dealer or bank to independent RIA | Oct 15, 2025 | Oct 19, 2025 |
| Aaron M Ritsema | Charles Schwab & Co., Inc. national BD | Lafleur & Godfrey Private Wealth Management independent RIA | Affiliated broker-dealer or bank to independent RIA | Apr 26, 2022 | Apr 29, 2022 |
| John Kenneth Koczara | Ambs Investment Counsel LLC other | Lafleur & Godfrey Private Wealth Management independent RIA | Other | Sep 30, 2013 | Jan 1, 2025 (4111 d) |
| Daniel Scott Vantimmeren | Lafleur & Godfrey, Inc. Investment Counsel other | Lafleur & Godfrey Private Wealth Management independent RIA | Other | Sep 19, 2013 | Jan 1, 2025 (4122 d) |
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4 moves match.