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 Traction Financial 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 |
|---|---|---|---|---|---|
| Tiffany J Charles | Destiny Capital Corporation independent RIA | Traction Financial Partners independent RIA | RIA to RIA | Jul 1, 2026 | Aug 5, 2026 (35 d) |
| Leslie Seawell Garske | Ae Wealth Management, LLC BD affiliated | Traction Financial Partners independent RIA | Affiliated broker-dealer or bank to independent RIA | Jun 6, 2025 | Jun 10, 2025 |
| Randy John Anderson | Equitable Advisors, LLC national BD | Traction Financial Partners independent RIA | Affiliated broker-dealer or bank to independent RIA | Aug 11, 2023 | Aug 6, 2023 |
| Andrew Price Rhoads | Equitable Advisors, LLC national BD | Traction Financial Partners independent RIA | Affiliated broker-dealer or bank to independent RIA | Mar 2, 2022 | Mar 7, 2022 |
| Andrew Thomas Barnes | Mercer Global Advisors Inc. independent RIA | Traction Financial Partners independent RIA | RIA to RIA | Feb 2, 2022 | Sep 27, 2024 (968 d) |
| Robert William Heykoop | Equitable Advisors, LLC national BD | Traction Financial Partners no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Aug 12, 2021 | Aug 3, 2021 |
| Pete Michael Koury | Equitable Advisors, LLC national BD | Traction Financial Partners no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Aug 12, 2021 | Aug 3, 2021 |
| Evan Michael Barnes | Equitable Advisors, LLC national BD | Traction Financial Partners no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Aug 11, 2021 | Aug 3, 2021 |
| Shane Eli Wolfe | Equitable Advisors, LLC national BD | Traction Financial Partners no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Aug 11, 2021 | Aug 3, 2021 |
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9 moves match.