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 Olio Financial Planning
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 |
|---|---|---|---|---|---|
| Brae Adele Beggs | Vicus Capital, Inc. independent RIA | Olio Financial Planning independent RIA | RIA to RIA | Feb 1, 2024 | Aug 14, 2024 (195 d) |
| Brian Christopher Talbott | Vanguard Advisers, Inc. BD affiliated | Olio Financial Planning independent RIA | Affiliated broker-dealer or bank to independent RIA | Apr 26, 2021 | Jan 19, 2022 (268 d) |
| Amanda Kathryn Ansell | Verus Financial Partners independent RIA | Olio Financial Planning independent RIA | RIA to RIA | Nov 6, 2018 | Nov 30, 2018 |
| Ashley Hall Coake | Wealthcare Capital Management LLC other | Olio Financial Planning other | Other | Aug 8, 2017 | Jul 22, 2017 |
| Andrew Joseph Miller | D'Orazio Wealth Advisors other | Olio Financial Planning other | Other | Dec 31, 2015 | Jan 20, 2016 |
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5 moves match.