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 Family Wealth Planning Partners

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
Fred Kent BrockmanCapital Advisor Network independent RIAFamily Wealth Planning Partners independent RIARIA to RIADec 31, 2025Dec 15, 2023
Brian W RamseyIndependent Financial Partners BD affiliatedFamily Wealth Planning Partners no RAUMAffiliated broker-dealer or bank to a newly registered adviserApr 3, 2023Jan 3, 2023
Eric Thomas DouglasIndependent Financial Partners BD affiliatedFamily Wealth Planning Partners no RAUMAffiliated broker-dealer or bank to a newly registered adviserApr 3, 2023Dec 22, 2022
Aaron Michael McandrewIndependent Financial Partners BD affiliatedFamily Wealth Planning Partners no RAUMAffiliated broker-dealer or bank to a newly registered adviserApr 3, 2023Dec 22, 2022
Christopher Andrew VaughnIndependent Financial Partners BD affiliatedFamily Wealth Planning Partners independent RIAAffiliated broker-dealer or bank to independent RIAMar 31, 2023Mar 1, 2023
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5 moves match.