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 Milestone 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Steven Lee Jacobsmeier | Origin Investment Advisory LLC independent RIA | Milestone Financial Planning, LLC independent RIA | RIA to RIA | Mar 8, 2023 | Feb 23, 2023 |
| Mckeea M Fields | Morgan Stanley wirehouse | Milestone Financial Planning, LLC independent RIA | Wirehouse to independent RIA | Oct 19, 2022 | Oct 10, 2022 |
| Kathryn Karen Lund-Wilde | Mosaic Financial Advisors, LLC unclassified | Milestone Financial Planning, LLC independent RIA | Other | Jan 28, 2022 | Oct 20, 2021 |
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3 moves match.