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 Intentional Wealth 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 |
|---|---|---|---|---|---|
| Jennifer Suzzane Bush | Mainstreet Financial Planning, Inc. state registered | Intentional Wealth Partners state registered | Other | Nov 24, 2025 | Dec 8, 2025 |
| Denise Greene French | Engrave Wealth Partners, LLC independent RIA | Intentional Wealth Partners state registered | RIA to a state-registered adviser | Mar 26, 2024 | Jan 10, 2024 |
| Lindsey Danae Swanson | Brightscape Investment Centers state registered | Intentional Wealth Partners state registered | Other | Jun 2, 2021 | Apr 13, 2021 |
| Leah A Hadley | Ameriprise Financial Services, LLC national BD | Intentional Wealth Partners state registered | Affiliated broker-dealer or bank to a state-registered adviser | Jan 27, 2016 | Feb 8, 2017 (378 d) |
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4 moves match.