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 Harding Wealth, 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 |
|---|---|---|---|---|---|
| Carson Evan Kunkle | J.M. Arbour, LLC independent RIA | Harding Wealth, Inc. independent RIA | RIA to RIA | Jan 15, 2026 | Feb 10, 2026 |
| David Austin Young | Core Planning independent RIA | Harding Wealth, Inc. independent RIA | RIA to RIA | Feb 13, 2024 | Feb 2, 2024 |
| Adam Clark Harding | Alpha Fiduciary other | Harding Wealth, Inc. independent RIA | Other | Jan 29, 2016 | Mar 16, 2021 (1873 d) |
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3 moves match.