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 Fruitful
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 |
|---|---|---|---|---|---|
| Grant Robert Hall | Envision Financial Planning, LLC independent RIA | Fruitful independent RIA | RIA to RIA | Sep 17, 2026 | Jun 3, 2026 |
| Sanchi Ranyal | Accretive Wealth Management, LLC independent RIA | Fruitful independent RIA | RIA to RIA | Sep 9, 2026 | May 19, 2025 |
| Amanda Marie Eimers | Town Capital independent RIA | Fruitful independent RIA | RIA to RIA | May 5, 2026 | May 14, 2026 |
| Aashka Desai Singh | Cresset Asset Management, LLC independent RIA | Fruitful independent RIA | RIA to RIA | May 20, 2025 | Sep 22, 2025 (125 d) |
| Jack Earl Clemans | Clemans Financial unclassified | Fruitful independent RIA | Other | Mar 5, 2025 | Sep 16, 2025 (195 d) |
| Matthew Justin Becker | Mom And Dad Money unclassified | Fruitful no RAUM | Other | Dec 31, 2024 | Feb 29, 2024 |
| Allison Masoero Hershey | Ellevest independent RIA | Fruitful independent RIA | RIA to RIA | Jun 12, 2024 | Oct 15, 2024 (125 d) |
| Naima Nefertari Barnes Bush | Ellevest independent RIA | Fruitful independent RIA | RIA to RIA | May 28, 2024 | May 29, 2024 |
| Waris Christopher Rahemtulla | Citizens Securities, Inc. BD affiliated | Fruitful independent RIA | Affiliated broker-dealer or bank to independent RIA | May 24, 2024 | May 31, 2024 |
| Naomi Jacquelyn Parham | Fidelity Personal And Workplace Advisors BD affiliated | Fruitful independent RIA | Affiliated broker-dealer or bank to independent RIA | Jan 9, 2024 | Nov 22, 2024 (318 d) |
| Andrea Joy Easterling | Pattern no RAUM | Fruitful no RAUM | Other | Dec 31, 2023 | Jan 16, 2024 |
| Brianna Shea Sullivan | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Fruitful no RAUM | Other | Dec 19, 2023 | Jan 11, 2024 |
| Raquel De'Ka Tennant | 2050 Wealth Partners LLC unclassified | Fruitful no RAUM | Other | Aug 25, 2023 | Sep 26, 2023 (32 d) |
| Durriya Danielle Pierce | Albert Investments, LLC independent RIA | Fruitful no RAUM | RIA to a newly registered adviser | Jun 1, 2023 | Sep 27, 2023 (118 d) |
| Mckenna Leigh Wieser | Charles Schwab & Co., Inc. national BD | Fruitful no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Apr 24, 2023 | Dec 18, 2023 (238 d) |
| Emiliano Rios Caban | Secfi Advisory Limited asset manager | Fruitful no RAUM | Other | Apr 13, 2023 | Sep 21, 2023 (161 d) |
| Rebecca Bradshaw Palmer | Ellevest independent RIA | Fruitful no RAUM | RIA to a newly registered adviser | Jul 27, 2022 | Sep 16, 2022 (51 d) |
| Tracey J Breaux | Origin Investment Advisory LLC no RAUM | Fruitful no RAUM | Other | Mar 24, 2022 | Sep 16, 2022 (176 d) |
| Angela Mahagoni Moore | Modern Money Advisor unclassified | Fruitful independent RIA | Other | Sep 8, 2021 | Apr 11, 2025 (1311 d) |
| Hayden Emily Yogman | UBS Financial Services Inc. wirehouse | Fruitful no RAUM | Wirehouse to a newly registered adviser (no RAUM reported yet) | Feb 20, 2018 | Feb 3, 2023 (1809 d) |
| Andrew R Rotz | Strategic Advisers LLC national BD | Fruitful no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Oct 20, 2017 | Nov 3, 2022 (1840 d) |
| Colin Barrett Bishop | Morgan Stanley wirehouse | Fruitful no RAUM | Wirehouse to a newly registered adviser (no RAUM reported yet) | Jun 29, 2015 | Jan 30, 2023 (2772 d) |
Page 1 of 1
22 moves match.