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 Decker Retirement Planning 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 |
|---|---|---|---|---|---|
| Mitchell Marriott | Wells Fargo Advisors wirehouse | Decker Retirement Planning Inc. independent RIA | Wirehouse to independent RIA | Nov 15, 2024 | Sep 18, 2025 (307 d) |
| Marcus D Knauss | Joslin Capital Advisors LLC independent RIA | Decker Retirement Planning Inc. independent RIA | RIA to RIA | Aug 23, 2023 | Oct 19, 2023 (57 d) |
| Chad Ryan Poulson | Andina Advisors mixed wealth | Decker Retirement Planning Inc. independent RIA | RIA to RIA | Jul 31, 2023 | Jul 10, 2023 |
| Kelsey Ann Curtis | Merit Financial Advisors independent RIA | Decker Retirement Planning Inc. independent RIA | RIA to RIA | Dec 5, 2022 | Dec 14, 2022 |
| John Allen Carruthers | Key Investment Services LLC BD affiliated | Decker Retirement Planning Inc. independent RIA | Affiliated broker-dealer or bank to independent RIA | Nov 2, 2021 | Nov 5, 2021 |
| Neil Frederick Fenning | Ameriprise Financial Services, LLC national BD | Decker Retirement Planning Inc. independent RIA | Affiliated broker-dealer or bank to independent RIA | Aug 3, 2021 | Aug 13, 2021 |
| Bruce Tynan | E*Trade Capital Management, LLC other | Decker Retirement Planning Inc. independent RIA | Other | Jun 7, 2017 | Aug 25, 2017 (79 d) |
| Brian James Decker | The Retirement Solution LLC other | Decker Retirement Planning Inc. independent RIA | Other | Jul 22, 2016 | Jul 1, 2016 |
| Hayward Lamar Sawyer | Independent Financial Group, LLC other | Decker Retirement Planning Inc. independent RIA | Other | Jan 22, 2009 | Jun 11, 2018 (3427 d) |
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9 moves match.