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 Best Life Infinity, 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 Christopher Jackson | Investment Advisor Group independent RIA | Best Life Infinity, LLC no RAUM | RIA to a newly registered adviser | Jan 10, 2023 | Oct 28, 2022 |
| Roger Alan Nicholls | Investment Advisor Group independent RIA | Best Life Infinity, LLC no RAUM | RIA to a newly registered adviser | Dec 31, 2022 | Jan 10, 2023 |
| Gavin Michael Ganzkow | Investment Advisor Group independent RIA | Best Life Infinity, LLC no RAUM | RIA to a newly registered adviser | Dec 31, 2022 | Jul 12, 2023 (193 d) |
| Magan Kaur Zavislak | Investment Advisor Group independent RIA | Best Life Infinity, LLC independent RIA | RIA to RIA | Dec 31, 2022 | Jun 11, 2024 (528 d) |
| Heather Joan Thompson | Investment Advisor Group independent RIA | Best Life Infinity, LLC no RAUM | RIA to a newly registered adviser | Dec 31, 2022 | Jan 3, 2023 |
| Clark Paul Milner | Investment Advisor Group independent RIA | Best Life Infinity, LLC no RAUM | RIA to a newly registered adviser | Dec 31, 2022 | Jan 3, 2023 |
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6 moves match.