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 Vantage Point Financial, 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
Cheryl A KruegerCgn Advisors, LLC independent RIAVantage Point Financial, LLC independent RIARIA to RIAMay 29, 2026Mar 23, 2026
Lucas R MrozMorgan Stanley wirehouseVantage Point Financial, LLC independent RIAWirehouse to independent RIAOct 22, 2024Jul 23, 2026 (639 d)
Patrick J MayProsperity Capital Advisors independent RIAVantage Point Financial, LLC independent RIARIA to RIAJun 30, 2023Aug 17, 2023 (48 d)
Jeremy Raymond ReilandProsperity Capital Advisors independent RIAVantage Point Financial, LLC independent RIARIA to RIAMar 23, 2022Aug 16, 2021
Ronald C BraunSpc BD affiliatedVantage Point Financial, LLC independent RIAAffiliated broker-dealer or bank to independent RIAFeb 22, 2022Aug 20, 2024 (910 d)
Marcos MurilloThrivent Investment Management Inc. BD affiliatedVantage Point Financial, LLC independent RIAAffiliated broker-dealer or bank to independent RIASep 23, 2021Oct 20, 2025 (1488 d)
Nicholas Joseph ReilandSpc BD affiliatedVantage Point Financial, LLC independent RIAAffiliated broker-dealer or bank to independent RIAJan 20, 2020Dec 18, 2019
Timothy Martin KuntzSpc BD affiliatedVantage Point Financial, LLC independent RIAAffiliated broker-dealer or bank to independent RIAJan 20, 2020Dec 18, 2019
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8 moves match.