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 Safe Future Wealth Partners 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Eric Robert Solomon | Apogee Wealth Management unclassified | Safe Future Wealth Partners LLC state registered | Other | May 27, 2025 | Jun 10, 2026 (379 d) |
| Haryanto Prawirana Sastro | Aegis Wealth Management, Inc. independent RIA | Safe Future Wealth Partners LLC state registered | RIA to a state-registered adviser | May 8, 2023 | Sep 13, 2024 (494 d) |
| Joseph Earl Uppleger | Aegis Wealth Management, Inc. independent RIA | Safe Future Wealth Partners LLC state registered | RIA to a state-registered adviser | May 8, 2023 | Jan 1, 2025 (604 d) |
Page 1 of 1
3 moves match.