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 Haddonfield 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 |
|---|---|---|---|---|---|
| Michael Saler | Florida Financial Advisors, LLC BD affiliated | Haddonfield Financial Planning LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Mar 15, 2024 | Mar 15, 2024 |
| Maximilian Wilson | J.P. Morgan Securities LLC wirehouse | Haddonfield Financial Planning LLC independent RIA | Wirehouse to independent RIA | Jul 15, 2020 | Oct 19, 2020 (96 d) |
| Adam Van Voorhis Puff | Wealth Management Associates, Inc. independent RIA | Haddonfield Financial Planning LLC independent RIA | RIA to RIA | Oct 15, 2018 | Oct 23, 2018 |
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3 moves match.