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 Range Financial Group, 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.

AdvisorFromToTypeLeftRegistered
Troy Robert DuppenthalerFirst Pacific Financial, Inc. independent RIARange Financial Group, LLC independent RIARIA to RIAAug 25, 2025Sep 18, 2025
Jeffrey Scott KuestCounterpoint Capital Advisers, LLC unclassifiedRange Financial Group, LLC independent RIAOtherApr 21, 2025Apr 1, 2025
Scott Christopher AdlerFidelity Personal And Workplace Advisors BD affiliatedRange Financial Group, LLC independent RIAAffiliated broker-dealer or bank to independent RIAOct 23, 2020Nov 11, 2024 (1480 d)
Stephanie Danielle Thompson-ButticeHuman Investing mixed wealthRange Financial Group, LLC independent RIARIA to RIAMar 27, 2020Nov 16, 2020 (234 d)
Steven D HarphamHuman Investing mixed wealthRange Financial Group, LLC independent RIARIA to RIAMar 27, 2020Mar 11, 2020
Eric Robert DahmHuman Investing otherRange Financial Group, LLC independent RIAOtherNov 29, 2017Sep 8, 2020 (1014 d)
Robert Todd FankhauserHuman Investing otherRange Financial Group, LLC independent RIAOtherNov 29, 2017Jan 16, 2026 (2970 d)
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7 moves match.