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 Flourish Financial Planning
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 |
|---|---|---|---|---|---|
| Alejandro Lozano | Northstar Investment Advisory LLC no RAUM | Flourish Financial Planning state registered | Other | Feb 5, 2025 | Aug 13, 2024 |
| Jeremy Shawn Andries | Master Plan Financial Advisers unclassified | Flourish Financial Planning state registered | Other | Feb 13, 2020 | Feb 18, 2020 |
| Matthew Christopher Nelson | Master Plan Financial Advisers unclassified | Flourish Financial Planning state registered | Other | Feb 13, 2020 | Jan 12, 2022 (699 d) |
| Christopher Ryan Wells | Covenant independent RIA | Flourish Financial Planning state registered | RIA to a state-registered adviser | Apr 11, 2018 | Apr 18, 2018 |
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4 moves match.