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 Wealthspan Investment Management, 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
Lyndon Richard HarrisonBison Wealth, LLC mixed wealthWealthspan Investment Management, LLC independent RIARIA to RIADec 31, 2024Jan 7, 2025
Jade Aaron RossbackBrookstone Wealth Advisors, LLC no RAUMWealthspan Investment Management, LLC independent RIAOtherAug 2, 2023Aug 9, 2023
Melissa Ard MendenallBrookstone Asset Management, LLC independent RIAWealthspan Investment Management, LLC independent RIARIA to RIADec 31, 2021Aug 13, 2024 (956 d)
Robert Anthony MendenallBrookstone Asset Management, LLC independent RIAWealthspan Investment Management, LLC independent RIARIA to RIADec 31, 2021Aug 7, 2024 (950 d)
Kyon PannillSecurian Financial Services, Inc. BD affiliatedWealthspan Investment Management, LLC independent RIAAffiliated broker-dealer or bank to independent RIAJul 27, 2020Nov 25, 2020 (121 d)
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5 moves match.