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 Firethorn Wealth Partners, 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 |
|---|---|---|---|---|---|
| Gerald Thomas Rogers | Wealthplan Partners other | Firethorn Wealth Partners, LLC no RAUM | Other | May 1, 2017 | Sep 4, 2018 (491 d) |
| Raymond Scott Benjamin | Wealthplan Partners other | Firethorn Wealth Partners, LLC no RAUM | Other | May 1, 2017 | Oct 11, 2018 (528 d) |
| Melinda Haire Mcree | Wealthplan Partners other | Firethorn Wealth Partners, LLC no RAUM | Other | May 1, 2017 | Aug 23, 2018 (479 d) |
| Kevin White Sweeney | Wealthplan Partners other | Firethorn Wealth Partners, LLC no RAUM | Other | May 1, 2017 | Aug 24, 2018 (480 d) |
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4 moves match.