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 Birchwood Financial Partners, Inc.
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 |
|---|---|---|---|---|---|
| Brayden Kelly | Osaic Wealth, Inc. BD affiliated | Birchwood Financial Partners, Inc. independent RIA | Affiliated broker-dealer or bank to independent RIA | Jul 11, 2024 | Jul 1, 2024 |
| Rachel Olivia Infante | Fure Financial Corporation independent RIA | Birchwood Financial Partners, Inc. independent RIA | RIA to RIA | Sep 27, 2018 | Oct 31, 2018 (34 d) |
| Dana Marie Brewer | Advisornet Wealth Partners other | Birchwood Financial Partners, Inc. no RAUM | Other | Aug 15, 2014 | Apr 1, 2014 |
| Damian John Winther | Advisornet Wealth Partners other | Birchwood Financial Partners, Inc. no RAUM | Other | Aug 15, 2014 | Apr 1, 2014 |
| Mary Bridget Miller Handke | Advisornet Wealth Partners other | Birchwood Financial Partners, Inc. no RAUM | Other | Aug 15, 2014 | Apr 1, 2014 |
| Stephen Boyd Dixon | Advisornet Wealth Partners other | Birchwood Financial Partners, Inc. no RAUM | Other | Aug 15, 2014 | Apr 1, 2014 |
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6 moves match.