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 Oxford Financial Partners
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 |
|---|---|---|---|---|---|
| Tyler Scott Henderson | MML Investors Services, LLC other | Oxford Financial Partners other | Other | Jan 16, 2018 | Jan 21, 2018 |
| Harrison Alexander Wolfe | MML Investors Services, LLC other | Oxford Financial Partners other | Other | Jan 16, 2018 | Jan 21, 2018 |
| Erik James Christman | Osaic Fa, Inc. other | Oxford Financial Partners no RAUM | Other | May 3, 2016 | May 2, 2016 |
| Patrick Joseph Walsh | Osaic Fa, Inc. other | Oxford Financial Partners no RAUM | Other | May 3, 2016 | May 2, 2016 |
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4 moves match.