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 Firstpoint Financial, 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.

AdvisorFromToTypeLeftRegistered
Jason Wesley CraineMariner BD affiliatedFirstpoint Financial, LLC no RAUMOtherNov 19, 2024Apr 14, 2015
Valerie Elizabeth EscobarMariner BD affiliatedFirstpoint Financial, LLC no RAUMOtherAug 5, 2024May 27, 2015
Martin Andrew GarrisonMariner BD affiliatedFirstpoint Financial, LLC no RAUMOtherOct 4, 2022May 21, 2015
Ethan Wade HutchesonMariner BD affiliatedFirstpoint Financial, LLC no RAUMOtherFeb 3, 2020Apr 14, 2015
Ryan John GravesMariner Wealth Advisors otherFirstpoint Financial, LLC no RAUMOtherMar 31, 2018May 21, 2015
Bryan Hugh PepperMariner otherFirstpoint Financial, LLC no RAUMOtherAug 14, 2017Apr 14, 2015
Jamie Christopher CinottoMariner otherFirstpoint Financial, LLC no RAUMOtherJun 1, 2017May 21, 2015
Gerhart Keith KloiberMariner otherFirstpoint Financial, LLC no RAUMOtherApr 25, 2017May 21, 2015
Luke N EideMariner otherFirstpoint Financial, LLC no RAUMOtherNov 16, 2015May 22, 2015
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9 moves match.