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 Wrenne Financial 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 |
|---|---|---|---|---|---|
| Hugh Bradley Baker | Allegheny Investments independent RIA | Wrenne Financial Planning LLC independent RIA | RIA to RIA | Jun 22, 2021 | Jun 2, 2022 (345 d) |
| Daniel Bryan Wrenne | Northwestern Mutual Investment Services,LLC other | Wrenne Financial Planning LLC independent RIA | Other | Nov 4, 2014 | Nov 3, 2014 |
| Jennifer Delorbe Quire | Northwestern Mutual Investment Services,LLC other | Wrenne Financial Planning LLC independent RIA | Other | Nov 4, 2014 | May 30, 2018 (1303 d) |
| Heather Joy Lovallo | First Command Financial Planning, Inc. other | Wrenne Financial Planning LLC independent RIA | Other | Aug 28, 2013 | Feb 28, 2024 (3836 d) |
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4 moves match.