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 Goodland 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.

AdvisorFromToTypeLeftRegistered
Elissa EpochBrighton Jones LLC independent RIAThe Goodland Group state registeredRIA to a state-registered adviserDec 2, 2025Dec 5, 2025
Miranda Jo BergemannBrighton Jones LLC independent RIAThe Goodland Group state registeredRIA to a state-registered adviserApr 24, 2024May 21, 2024
Natalie Ann TaylorEllevest independent RIAThe Goodland Group state registeredRIA to a state-registered adviserNov 30, 2021Jan 16, 2020
Cynthia Christine HallLearnvest Planning Services, LLC no RAUMThe Goodland Group state registeredOtherJun 7, 2018Sep 17, 2021 (1198 d)
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4 moves match.