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 Fure Financial Corporation

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
Johannes Carl FureCommonwealth Financial Network national BDFure Financial Corporation no RAUMAffiliated broker-dealer or bank to a newly registered adviserJul 6, 2017Jul 6, 2017
Rachel Olivia InfanteCommonwealth Financial Network national BDFure Financial Corporation no RAUMAffiliated broker-dealer or bank to a newly registered adviserJul 6, 2017Jul 6, 2017
Grant Allan MeyerCommonwealth Financial Network national BDFure Financial Corporation no RAUMAffiliated broker-dealer or bank to a newly registered adviserJul 6, 2017Jul 6, 2017
Tyler Jon EngbrechtFlourish Wealth Management Inc. independent RIAFure Financial Corporation independent RIARIA to RIAMar 12, 2016Jan 2, 2019 (1026 d)
Page 1 of 1
4 moves match.