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 Boldin Advisors
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 |
|---|---|---|---|---|---|
| Adrienne L Stark | Facet independent RIA | Boldin Advisors no RAUM | Other | Jul 23, 2026 | Sep 3, 2026 (42 d) |
| Kevin Dunford | Better World Planning unclassified | Boldin Advisors no RAUM | Other | Jul 13, 2026 | Sep 11, 2026 (60 d) |
| Heath Edward Hampton | Origin Investment Advisory LLC independent RIA | Boldin Advisors no RAUM | Other | Jun 15, 2026 | Jun 26, 2026 |
| Edward Gregory Williams | Facet independent RIA | Boldin Advisors no RAUM | RIA to a newly registered adviser | Jun 3, 2026 | Jun 12, 2026 |
| Adam Wilkins | Modern Wealth Management, LLC independent RIA | Boldin Advisors no RAUM | RIA to a newly registered adviser | Feb 6, 2026 | Oct 24, 2025 |
| Andrew Houston Barton | Peak Retirement Planning, Inc. independent RIA | Boldin Advisors no RAUM | RIA to a newly registered adviser | Jun 16, 2025 | Apr 29, 2025 |
| Sarah Busch | Northstar Financial Management, Inc. independent RIA | Boldin Advisors no RAUM | RIA to a newly registered adviser | Sep 16, 2024 | Jun 17, 2025 (274 d) |
| Brianna Mieko Black | Saltbox Financial LLC independent RIA | Boldin Advisors no RAUM | RIA to a newly registered adviser | Aug 22, 2024 | Apr 15, 2025 (236 d) |
| Dennis M Brawley | Wells Fargo Advisors wirehouse | Boldin Advisors no RAUM | Wirehouse to a newly registered adviser (no RAUM reported yet) | Jun 11, 2024 | Oct 24, 2025 (500 d) |
| Raman J Singh | Montoya Wealth Management state registered | Boldin Advisors no RAUM | Other | Jan 3, 2024 | Sep 11, 2026 (982 d) |
| Michael Aaron Kauffman | Solitude Financial Services, Inc. independent RIA | Boldin Advisors no RAUM | RIA to a newly registered adviser | Dec 31, 2023 | Sep 9, 2025 (618 d) |
| Lyndon Bruce Lorenz | Midwest Professional Planners, Ltd. independent RIA | Boldin Advisors no RAUM | RIA to a newly registered adviser | Jul 30, 2021 | Dec 10, 2021 (133 d) |
| Stephen Eliot Chen | Cam Investor Solutions independent RIA | Boldin Advisors no RAUM | RIA to a newly registered adviser | Oct 16, 2018 | Aug 31, 2024 (2146 d) |
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13 moves match.