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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Johannes Carl Fure | Commonwealth Financial Network national BD | Fure Financial Corporation no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Jul 6, 2017 | Jul 6, 2017 |
| Rachel Olivia Infante | Commonwealth Financial Network national BD | Fure Financial Corporation no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Jul 6, 2017 | Jul 6, 2017 |
| Grant Allan Meyer | Commonwealth Financial Network national BD | Fure Financial Corporation no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Jul 6, 2017 | Jul 6, 2017 |
| Tyler Jon Engbrecht | Flourish Wealth Management Inc. independent RIA | Fure Financial Corporation independent RIA | RIA to RIA | Mar 12, 2016 | Jan 2, 2019 (1026 d) |
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4 moves match.