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 Christensen Group Financial, 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 |
|---|---|---|---|---|---|
| Joshua Cade Johnson | World Investment Advisors, LLC other | Christensen Group Financial, LLC independent RIA | Other | Jun 27, 2025 | Jul 1, 2025 |
| Ross Christian Dahlof | Kestra Advisory Services, LLC BD affiliated | Christensen Group Financial, LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Jun 2, 2022 | Jun 1, 2022 |
| Spencer Lewis Rose | Kestra Advisory Services, LLC BD affiliated | Christensen Group Financial, LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Jun 1, 2022 | Jun 1, 2022 |
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3 moves match.