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 The Retirement Solutions Group
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 |
|---|---|---|---|---|---|
| Ritu Jain | Savant Wealth Management independent RIA | The Retirement Solutions Group state registered | RIA to a state-registered adviser | Sep 23, 2025 | Apr 21, 2026 (210 d) |
| Jacqueline S Benjamin Hatherley | Capstone Capital Wealth Advisors independent RIA | The Retirement Solutions Group state registered | RIA to a state-registered adviser | Oct 31, 2022 | Dec 1, 2022 (31 d) |
| Andrew Robert Hatherley | Strategic Portfolio Advisors other | The Retirement Solutions Group state registered | Other | Apr 17, 2019 | Feb 27, 2019 |
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3 moves match.