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 Impact Financial
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 |
|---|---|---|---|---|---|
| Brian Matthew Schaeffer | Shankervalleau Wealth Advisors, Inc. independent RIA | Impact Financial state registered | RIA to a state-registered adviser | Jul 31, 2026 | Aug 26, 2026 |
| Elizabeth Michelle Heneman | Charles Schwab & Co., Inc. national BD | Impact Financial state registered | Affiliated broker-dealer or bank to a state-registered adviser | Mar 26, 2024 | Mar 4, 2026 (708 d) |
| Brett A. Spencer | Savant Wealth Management independent RIA | Impact Financial state registered | RIA to a state-registered adviser | Feb 3, 2020 | May 15, 2020 (102 d) |
Page 1 of 1
3 moves match.