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 Spark Financial 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.

AdvisorFromToTypeLeftRegistered
Michelle OrellanaVerus Financial Partners independent RIASpark Financial Advisors independent RIARIA to RIAFeb 29, 2024Mar 18, 2024
Suzanne Alexis GrasonCerity Partners LLC independent RIASpark Financial Advisors independent RIARIA to RIADec 12, 2022Dec 12, 2022
Lauren Kathleen Zangardi HaynesEvoadvisors independent RIASpark Financial Advisors independent RIARIA to RIAMay 29, 2018Jun 1, 2018
Page 1 of 1
3 moves match.