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 Vision Capital Partners
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 |
|---|---|---|---|---|---|
| Patrick Lowell Grasso | Affinia Financial Group, LLC independent RIA | Vision Capital Partners independent RIA | RIA to RIA | Mar 17, 2022 | Aug 9, 2022 (145 d) |
| Julie E. Hall Labrune | Planning Alternatives Ltd independent RIA | Vision Capital Partners independent RIA | RIA to RIA | Oct 29, 2020 | Oct 9, 2020 |
| Jennifer Puckett Hunter | Corecap Advisors BD affiliated | Vision Capital Partners independent RIA | Affiliated broker-dealer or bank to independent RIA | Aug 28, 2019 | Sep 20, 2019 |
| Sandra Marie Kerr | Henrickson Nauta Wealth Advisors, Inc. other | Vision Capital Partners no RAUM | Other | Jul 20, 2015 | Jun 29, 2015 |
| Thomas Wesley Duncan | Henrickson Nauta Wealth Advisors, Inc. other | Vision Capital Partners no RAUM | Other | Jul 20, 2015 | Jul 17, 2015 |
| Julie Marie-Rafferty Quick | Henrickson Nauta Wealth Advisors, Inc. other | Vision Capital Partners no RAUM | Other | Jul 20, 2015 | Jun 29, 2015 |
| Richard Wayne Balhoff | Rvr Wealth Advisors, LLC unclassified | Vision Capital Partners other | Other | Dec 18, 2014 | Sep 27, 2016 (649 d) |
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7 moves match.