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 Flourish Wealth Management 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 |
|---|---|---|---|---|---|
| Jaclyn Elaine Madrid Mercer | Ellevest independent RIA | Flourish Wealth Management Inc. independent RIA | RIA to RIA | Nov 27, 2024 | Dec 6, 2024 |
| Stephanie Temporiti | Buckingham Strategic Wealth, LLC independent RIA | Flourish Wealth Management Inc. independent RIA | RIA to RIA | May 3, 2022 | May 13, 2022 |
| Derek F Hagen | Fireside Financial unclassified | Flourish Wealth Management Inc. independent RIA | Other | Nov 30, 2017 | Dec 1, 2017 |
| Jay Edward Pluimer | Stanton Investment Services, Inc. unclassified | Flourish Wealth Management Inc. independent RIA | Other | Nov 14, 2005 | Sep 12, 2016 (3955 d) |
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4 moves match.