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 Dba Big Money Retirement And Big Retirement

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.

AdvisorFromToTypeLeftRegistered
James Rush JaynesValic Financial Advisors, Inc. BD affiliatedDba Big Money Retirement And Big Retirement independent RIAAffiliated broker-dealer or bank to independent RIAAug 13, 2026Aug 17, 2026
Charles Mitten FoxAe Wealth Management, LLC BD affiliatedDba Big Money Retirement And Big Retirement independent RIAAffiliated broker-dealer or bank to independent RIAMay 11, 2026Jul 24, 2026 (74 d)
Christopher Matthew FranklinApollon Wealth Management, LLC independent RIADba Big Money Retirement And Big Retirement independent RIARIA to RIASep 2, 2025Oct 23, 2025 (51 d)
Kyle Ryan ConnerCurran Financial Partners, LLC independent RIADba Big Money Retirement And Big Retirement independent RIARIA to RIAOct 29, 2024Oct 27, 2025 (363 d)
Tyler DeckerTd Private Client Wealth LLC BD affiliatedDba Big Money Retirement And Big Retirement independent RIAAffiliated broker-dealer or bank to independent RIASep 16, 2024Oct 31, 2024 (45 d)
Edward Louis HeiserMutual Of Omaha Investor Services, Inc. independent RIADba Big Money Retirement And Big Retirement independent RIARIA to RIAApr 17, 2024May 7, 2024
Matthew HastingsJ.P. Morgan Securities LLC wirehouseDba Big Money Retirement And Big Retirement independent RIAWirehouse to independent RIAJan 20, 2024Jan 25, 2024
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7 moves match.