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 Noble Wealth Partners
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 |
|---|---|---|---|---|---|
| Rebekah Elizabeth Brooks | Osaic Wealth, Inc. BD affiliated | Noble Wealth Partners independent RIA | Affiliated broker-dealer or bank to independent RIA | Oct 13, 2025 | Jun 18, 2026 (248 d) |
| Jeffrey Alton Brainard | Columbine Wealth Planning, LLC unclassified | Noble Wealth Partners independent RIA | Other | Dec 17, 2018 | Sep 24, 2018 |
| Grant Simon Glenn | LPL Financial LLC independent RIA | Noble Wealth Partners independent RIA | RIA to RIA | Aug 27, 2018 | Sep 24, 2018 |
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3 moves match.