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 Heritage Family Offices, Llp
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 |
|---|---|---|---|---|---|
| Tyler Robert Karl | Juncture Wealth Strategies, LLC independent RIA | Heritage Family Offices, Llp independent RIA | RIA to RIA | Aug 14, 2024 | Oct 21, 2025 (433 d) |
| Brian Louis Boll | Heritage Wealth Management, LLC independent RIA | Heritage Family Offices, Llp independent RIA | RIA to RIA | Mar 5, 2024 | Jun 12, 2024 (99 d) |
| David Elgin Maxey | Heritage Wealth Management, LLC independent RIA | Heritage Family Offices, Llp no RAUM | Other | Mar 5, 2024 | Mar 15, 2023 |
| Brent James Emch | Heritage Wealth Management, LLC independent RIA | Heritage Family Offices, Llp no RAUM | Other | Mar 5, 2024 | Feb 3, 2023 |
| Christian Mark Harris | Heritage Wealth Management, LLC independent RIA | Heritage Family Offices, Llp no RAUM | Other | Mar 5, 2024 | Feb 3, 2023 |
| Michael Brent Frost | Juncture Wealth Strategies, LLC independent RIA | Heritage Family Offices, Llp no RAUM | RIA to a newly registered adviser | Aug 2, 2018 | Feb 3, 2023 (1646 d) |
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6 moves match.