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 Fiscal Fitness Clubs
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 |
|---|---|---|---|---|---|
| Mark Andrew Struthers | Sona Wealth, Sona Wealth Management, Sona Wealth Advisors state registered | Fiscal Fitness Clubs no RAUM | Other | Dec 31, 2023 | Jan 30, 2019 |
| Aubrey B Coleman | Rea Capital Management, LLC other | Fiscal Fitness Clubs other | Other | Apr 11, 2017 | Apr 1, 2017 |
Page 1 of 1
2 moves match.