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 Mana Financial Life Design
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 |
|---|---|---|---|---|---|
| Erica Nicole James | Signify Wealth LLC independent RIA | Mana Financial Life Design independent RIA | RIA to RIA | Apr 17, 2026 | Jun 11, 2026 (55 d) |
| Janet Lynn Gerlings | Foothills Financial Planning & Wealth Management, LLC independent RIA | Mana Financial Life Design independent RIA | RIA to RIA | May 11, 2023 | Jun 16, 2023 (36 d) |
| Allison Margaret Cooley | Legacy Financial Strategies, LLC independent RIA | Mana Financial Life Design independent RIA | RIA to RIA | Dec 7, 2020 | Dec 8, 2020 |
| Stephanie Charlene Bucko | Finwell, Inc. unclassified | Mana Financial Life Design independent RIA | Other | Aug 7, 2018 | Aug 21, 2018 |
| Maria Cristina Palanca Livadary | Russell Investments asset manager | Mana Financial Life Design independent RIA | Other | Jul 30, 2018 | Aug 21, 2018 |
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5 moves match.