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 Foothills Advisors, 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 |
|---|---|---|---|---|---|
| Aaron Michael Coates | Creative Planning independent RIA | Foothills Advisors, LLC independent RIA | RIA to RIA | Aug 15, 2022 | Oct 21, 2022 (67 d) |
| Timothy Andrew Maiefski | Vigilare Wealth Management LLC independent RIA | Foothills Advisors, LLC independent RIA | RIA to RIA | Jun 25, 2019 | Aug 7, 2019 (43 d) |
| Jeffrey Michael Jones | Heritage Wealth Management, LLC independent RIA | Foothills Advisors, LLC independent RIA | RIA to RIA | Oct 17, 2018 | Oct 19, 2018 |
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3 moves match.