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 Abundance Financial Coaching, 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 |
|---|---|---|---|---|---|
| Scott P Schomer | Schomer Wealth Advisors, LLC unclassified | Abundance Financial Coaching, LLC state registered | Other | Jun 24, 2022 | Jul 29, 2021 |
| James Andrew Miller | Wisdom Financial, LLC unclassified | Abundance Financial Coaching, LLC state registered | Other | Mar 31, 2016 | Aug 29, 2016 (151 d) |
| Dennis Daniel Duffy | Wisdom Financial Services, L.L.C. independent RIA | Abundance Financial Coaching, LLC state registered | RIA to a state-registered adviser | Feb 26, 2015 | Feb 25, 2015 |
| Ryan Michael Denman | Wisdom Financial Services, L.L.C. independent RIA | Abundance Financial Coaching, LLC state registered | RIA to a state-registered adviser | Feb 26, 2015 | Feb 24, 2015 |
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4 moves match.