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 Real Wealth Planning
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 |
|---|---|---|---|---|---|
| Bailee Elisabeth Beauchamp | Dimensional Fund Advisors LP asset manager | Real Wealth Planning state registered | Other | Sep 11, 2023 | Nov 16, 2023 (66 d) |
| Lindsey Danae Swanson | Stripper Financial Planning unclassified | Real Wealth Planning state registered | Other | Jun 16, 2023 | Nov 7, 2022 |
| Rebecca Whites | Ark Wealth Management independent RIA | Real Wealth Planning state registered | RIA to a state-registered adviser | May 12, 2023 | Jun 13, 2024 (398 d) |
| Sarah Joy Ponder | Dimensional Fund Advisors LP asset manager | Real Wealth Planning state registered | Other | Oct 15, 2020 | Nov 10, 2020 |
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4 moves match.