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 Delaware Wealth Planners
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 |
|---|---|---|---|---|---|
| Brent Robert Bonstingl | Penn Investment Advisors, Inc. mixed wealth | Delaware Wealth Planners independent RIA | RIA to RIA | Jul 1, 2021 | Jul 9, 2021 |
| Damon Andrew Nickle | Bcm Wealth Management mixed wealth | Delaware Wealth Planners independent RIA | RIA to RIA | Mar 30, 2021 | Jul 1, 2021 (93 d) |
| Timothy Duncan Humphreys | Penn Investment Advisors, Inc. mixed wealth | Delaware Wealth Planners independent RIA | RIA to RIA | Apr 24, 2020 | Apr 29, 2020 |
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3 moves match.