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 On Point Crna
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 |
|---|---|---|---|---|---|
| Noah Wolthuis | Zhang Financial independent RIA | On Point Crna state registered | RIA to a state-registered adviser | Jan 3, 2026 | Jan 8, 2026 |
| Benjamin Barnhart | Charles Schwab & Co., Inc. national BD | On Point Crna state registered | Affiliated broker-dealer or bank to a state-registered adviser | Jan 29, 2021 | Jan 22, 2025 (1454 d) |
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2 moves match.