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 Rcplanners
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 Woodrow Boyer | Lifepro Asset Management independent RIA | Rcplanners independent RIA | RIA to RIA | Apr 5, 2024 | Feb 26, 2024 |
| Joseph Paul Harmon | Atlantis Wealth Advisors LLC independent RIA | Rcplanners independent RIA | RIA to RIA | Jan 10, 2022 | Jun 8, 2021 |
| Joseph Everette Roseman | Corecap Advisors BD affiliated | Rcplanners independent RIA | Affiliated broker-dealer or bank to independent RIA | Mar 6, 2019 | Feb 28, 2019 |
| Jeremy David Shipp | First Advisors National, LLC independent RIA | Rcplanners independent RIA | RIA to RIA | Oct 31, 2018 | Nov 1, 2018 |
Page 1 of 1
4 moves match.