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 Redwood Financial Planning, 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Paul Macnamara | Pvg Asset Management Corp independent RIA | Redwood Financial Planning, LLC independent RIA | RIA to RIA | Apr 20, 2023 | Mar 17, 2023 |
| Eleana Touris Mclane | World Investment Advisors, LLC institutional | Redwood Financial Planning, LLC independent RIA | Other | Mar 7, 2023 | Feb 6, 2024 (336 d) |
| Michael Allen Mclane | Hornor, Townsend & Kent, LLC BD affiliated | Redwood Financial Planning, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Sep 18, 2020 | Aug 31, 2020 |
| Jared Scott Friedman | Sb Advisory, LLC other | Redwood Financial Planning, LLC independent RIA | Other | Nov 13, 2017 | Apr 20, 2018 (158 d) |
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4 moves match.