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 Nvision Wealth Group, 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.

AdvisorFromToTypeLeftRegistered
Stephen Wesley BrimacombeIndependent Financial Partners otherNvision Wealth Group, LLC no RAUMOtherJan 16, 2015Aug 1, 2014
William Matthew McinnesIndependent Financial Partners otherNvision Wealth Group, LLC no RAUMOtherDec 1, 2014Aug 20, 2014
Jeannine T. EdmondsIndependent Financial Partners otherNvision Wealth Group, LLC no RAUMOtherNov 5, 2014Aug 1, 2014
Donald Russell MorseIndependent Financial Partners otherNvision Wealth Group, LLC no RAUMOtherNov 5, 2014Aug 1, 2014
Paul Eugene WardIndependent Financial Partners otherNvision Wealth Group, LLC no RAUMOtherNov 5, 2014Aug 1, 2014
Thomas A. CavalierePrivate Advisor Group, LLC otherNvision Wealth Group, LLC no RAUMOtherOct 23, 2014Aug 1, 2014
Mike C SpencerIndependent Financial Partners otherNvision Wealth Group, LLC no RAUMOtherOct 22, 2014Aug 1, 2014
David Andrew WilsonIndependent Financial Partners otherNvision Wealth Group, LLC no RAUMOtherOct 22, 2014Aug 1, 2014
David Todd WernliIndependent Financial Partners otherNvision Wealth Group, LLC no RAUMOtherOct 22, 2014Aug 1, 2014
James Christopher SextonIndependent Financial Partners otherNvision Wealth Group, LLC no RAUMOtherOct 22, 2014Aug 1, 2014
Michael Allen OsborneIndependent Financial Partners otherNvision Wealth Group, LLC no RAUMOtherOct 17, 2014Aug 1, 2014
Derick Wayne WaltersIndependent Financial Partners otherNvision Wealth Group, LLC no RAUMOtherOct 17, 2014Aug 1, 2014
Michael Gene RussellIndependent Financial Partners otherNvision Wealth Group, LLC no RAUMOtherOct 17, 2014Aug 1, 2014
Seth Adam SchumacherIndependent Financial Partners otherNvision Wealth Group, LLC otherOtherOct 17, 2014Nov 12, 2014
Jacob Randall Cohan CummingsIndependent Financial Partners otherNvision Wealth Group, LLC no RAUMOtherOct 17, 2014Aug 4, 2014
Bryan Jared HaysIndependent Financial Partners otherNvision Wealth Group, LLC otherOtherFeb 3, 2014Nov 12, 2014 (282 d)
Page 1 of 1
16 moves match.