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 Theory Planning Partners
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 |
|---|---|---|---|---|---|
| Corrinne Marie Rivers | Childfree Wealth independent RIA | Theory Planning Partners state registered | RIA to a state-registered adviser | Sep 1, 2025 | Jan 13, 2026 (134 d) |
| Makemma Cockrell Wolff | Avion Wealth independent RIA | Theory Planning Partners state registered | RIA to a state-registered adviser | May 6, 2025 | Jul 8, 2025 (63 d) |
| Kaitlyn Mcinnis Carlson | Civitas Financial unclassified | Theory Planning Partners state registered | Other | May 12, 2020 | May 6, 2020 |
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3 moves match.