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 Wisdom Planning, 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 |
|---|---|---|---|---|---|
| John Taylor Walker | Cordasco Financial Network, Inc. no RAUM | Wisdom Planning, LLC no RAUM | Other | Jul 12, 2022 | Oct 24, 2019 |
| Ryan Matthew Flurer | Cordasco Financial Network, Inc. no RAUM | Wisdom Planning, LLC no RAUM | Other | Jul 12, 2022 | Oct 1, 2014 |
| Timothy Frederick Joseph | Cordasco Financial Network, Inc. no RAUM | Wisdom Planning, LLC no RAUM | Other | Apr 22, 2022 | Oct 13, 2017 |
| Christopher Michael Gibbons | Cordasco Financial Network, Inc. independent RIA | Wisdom Planning, LLC no RAUM | Other | Sep 10, 2018 | Oct 24, 2017 |
| Jason Mardinly | Cordasco Financial Network, Inc. other | Wisdom Planning, LLC no RAUM | Other | Jul 7, 2017 | Feb 28, 2014 |
| Stephen Frederick Cordasco | West Shore Group, LLC other | Wisdom Planning, LLC no RAUM | Other | Jul 25, 2016 | Mar 10, 2014 |
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6 moves match.