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 Switchpoint Financial Planning LLC

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.

AdvisorFromToTypeLeftRegistered
Beau Michael KempSensible Money, LLC independent RIASwitchpoint Financial Planning LLC independent RIARIA to RIAMay 7, 2025Jun 6, 2025
Grant Prescott FullerMariner BD affiliatedSwitchpoint Financial Planning LLC independent RIAAffiliated broker-dealer or bank to independent RIAJul 14, 2023Jul 25, 2023
Kevin DunfordCommonwealth Financial Network national BDSwitchpoint Financial Planning LLC independent RIAAffiliated broker-dealer or bank to independent RIAJul 20, 2022Aug 4, 2022
Kyle David WilhelmIntegris Wealth Management, LLC independent RIASwitchpoint Financial Planning LLC independent RIARIA to RIAOct 4, 2021Sep 29, 2021
James Rhead SweeneyThe Martin Worley Group otherSwitchpoint Financial Planning LLC independent RIAOtherFeb 24, 2016Mar 31, 2016 (36 d)
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5 moves match.