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 Aspire Planning Associates, Inc.
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 |
|---|---|---|---|---|---|
| Laura Lea Kimball | United Capital Financial Advisors independent RIA | Aspire Planning Associates, Inc. independent RIA | RIA to RIA | Sep 14, 2018 | Mar 1, 2019 (168 d) |
| Lloyd Shigeto Yamada | Lsy Financial Group unclassified | Aspire Planning Associates, Inc. independent RIA | Other | May 14, 2016 | Feb 9, 2016 |
| Evor Charles Vattuone | Aspire Capital Management, Inc. unclassified | Aspire Planning Associates, Inc. independent RIA | Other | May 14, 2016 | Feb 9, 2016 |
| Mira Mary Ma | LPL Financial LLC other | Aspire Planning Associates, Inc. independent RIA | Other | Jan 14, 2016 | Feb 9, 2016 |
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4 moves match.