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 Abundo Wealth
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 |
|---|---|---|---|---|---|
| Skyler Jay Fleming | Forefront independent RIA | Abundo Wealth no RAUM | Other | Mar 30, 2026 | Jun 9, 2026 (71 d) |
| Lynn Anne Anderson | Brighton Jones LLC independent RIA | Abundo Wealth no RAUM | Other | Mar 4, 2025 | Mar 31, 2025 |
| Richard Cooke | 2point0 Financial unclassified | Abundo Wealth no RAUM | Other | Sep 11, 2024 | Apr 30, 2024 |
| Olivia Kathryn Aranda Lima | Vanguard Advisers, Inc. BD affiliated | Abundo Wealth no RAUM | Other | Feb 7, 2023 | Apr 13, 2023 (65 d) |
| Margaret Jean Klokkenga | Origin Investment Advisory LLC independent RIA | Abundo Wealth no RAUM | Other | Dec 2, 2022 | Mar 15, 2024 (469 d) |
| Andrew Joseph Dressel | Ameriprise Financial Services, LLC national BD | Abundo Wealth no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Dec 11, 2020 | Jan 14, 2021 (34 d) |
| Eric Blake Simonson | Ameriprise Financial Services, LLC national BD | Abundo Wealth no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Aug 1, 2019 | Aug 21, 2019 |
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7 moves match.