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 Rpr Financial
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 |
|---|---|---|---|---|---|
| Mark Wheeler Harris | Iht Wealth Management LLC BD affiliated | Rpr Financial no RAUM | Other | Jul 5, 2023 | Nov 19, 2021 |
| Craig Scott Fisch | Iht Wealth Management LLC BD affiliated | Rpr Financial no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Jan 25, 2022 | Nov 1, 2021 |
| Mitch Dean Carlson | Iht Wealth Management LLC BD affiliated | Rpr Financial no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Jan 25, 2022 | Nov 1, 2021 |
| Christopher James Knowles | Barber Financial Group other | Rpr Financial independent RIA | Other | Jan 17, 2014 | May 16, 2025 (4137 d) |
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4 moves match.