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 Narus Financial Partners, 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 |
|---|---|---|---|---|---|
| Amy Clingenpeel Diamond | Copperwynd Financial independent RIA | Narus Financial Partners, LLC independent RIA | RIA to RIA | May 10, 2022 | Jun 2, 2022 |
| Curtis Teichert Lamb | Charles Schwab & Co., Inc. national BD | Narus Financial Partners, LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Oct 22, 2014 | Oct 27, 2014 |
| Trent Alan Bowers | Schwab Wealth Advisory, Inc. other | Narus Financial Partners, LLC no RAUM | Other | Oct 22, 2014 | Nov 3, 2014 |
| Jared Daniel Stubbs | Creative Planning other | Narus Financial Partners, LLC no RAUM | Other | Sep 23, 2014 | Oct 27, 2014 (34 d) |
| Michael William Robinson | Charles Schwab & Co., Inc. national BD | Narus Financial Partners, LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Aug 27, 2010 | Jan 5, 2015 (1592 d) |
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5 moves match.