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 Anderson Financial Strategies, 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
Collin Lyon11 Financial independent RIAAnderson Financial Strategies, LLC mixed wealthRIA to RIAMay 21, 2024Jun 20, 2024
Matthew J PeckCompound Planning, Inc. independent RIAAnderson Financial Strategies, LLC mixed wealthRIA to RIAFeb 16, 2023May 1, 2023 (74 d)
Shon P AndersonCutter & Company, Inc. otherAnderson Financial Strategies, LLC independent RIAOtherMar 15, 2018Feb 16, 2018
Timothy Ray BrownCutter & Company, Inc. otherAnderson Financial Strategies, LLC independent RIAOtherMar 15, 2018Mar 16, 2018
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4 moves match.