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 Concordia Wealth Planning, 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.

AdvisorFromToTypeLeftRegistered
Nathan Conrad ParkinsMolei Financial unclassifiedConcordia Wealth Planning, LLC state registeredOtherMay 1, 2023Oct 20, 2022
Jordan Michael AcerNvest Wealth Strategies, Inc. otherConcordia Wealth Planning, LLC state registeredOtherJan 13, 2022Jan 3, 2022
Andrew Jonathan SilverPinnacle Advisors independent RIAConcordia Wealth Planning, LLC state registeredRIA to a state-registered adviserJun 10, 2019Jul 3, 2019
Christian HviidWealthstone Advisors independent RIAConcordia Wealth Planning, LLC state registeredRIA to a state-registered adviserSep 13, 2018Sep 12, 2025 (2556 d)
Page 1 of 1
4 moves match.