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 Childfree Wealth
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 |
|---|---|---|---|---|---|
| Katherine Nicole Phillips | Mercer Global Advisors Inc. independent RIA | Childfree Wealth independent RIA | RIA to RIA | Mar 6, 2026 | Aug 20, 2026 (167 d) |
| Corrinne Marie Rivers | Ellevest independent RIA | Childfree Wealth independent RIA | RIA to RIA | Dec 11, 2025 | Aug 5, 2025 |
| Andrew Scott Barnes | Hapanowicz Financial independent RIA | Childfree Wealth independent RIA | RIA to RIA | Apr 24, 2025 | May 6, 2025 |
Page 1 of 1
3 moves match.