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 Rfg Wealth Advisory

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
Jessica Rae FairchildFisher Investments independent RIARfg Wealth Advisory independent RIARIA to RIAJun 9, 2026Jul 13, 2026 (34 d)
Timothy Blane AkersFidelity Personal And Workplace Advisors BD affiliatedRfg Wealth Advisory independent RIAAffiliated broker-dealer or bank to independent RIASep 19, 2022Sep 29, 2022
Michael Kent LemichSagepoint Financial, Inc. BD affiliatedRfg Wealth Advisory independent RIAAffiliated broker-dealer or bank to independent RIAJul 3, 2018Jul 9, 2018
Christopher Todd RobinsonInvest Financial Corporation otherRfg Wealth Advisory independent RIAOtherFeb 14, 2018May 5, 2015
Scott Lee RobinsonInvest Financial Corporation otherRfg Wealth Advisory independent RIAOtherFeb 14, 2018May 6, 2015
David Brent RobinsonInvest Financial Corporation otherRfg Wealth Advisory independent RIAOtherFeb 14, 2018May 6, 2015
Emilio Leo GonzalezInvest Financial Corporation otherRfg Wealth Advisory independent RIAOtherFeb 14, 2018Oct 13, 2016
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7 moves match.