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 Corevision Financial Group
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 |
|---|---|---|---|---|---|
| Jonathan Phillip Bednar | Independent Advisor Alliance, LLC other | Corevision Financial Group independent RIA | Other | Mar 4, 2026 | Mar 4, 2026 |
| Todd Gibson Birdwell | Independent Advisor Alliance, LLC other | Corevision Financial Group independent RIA | Other | Mar 4, 2026 | Mar 4, 2026 |
| Jonathan Phillip Bednar | Independent Advisor Alliance, LLC other | Corevision Financial Group independent RIA | Other | Mar 4, 2026 | Mar 4, 2026 |
| Timothy Stephen Fuller | Independent Advisor Alliance, LLC other | Corevision Financial Group independent RIA | Other | Mar 4, 2026 | Aug 13, 2026 (162 d) |
| Brett Andrew Rice | Edward Jones national BD | Corevision Financial Group no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Jul 12, 2018 | May 12, 2023 (1765 d) |
| Brent Dalton Thoman | Osaic Fs, Inc. other | Corevision Financial Group no RAUM | Other | Jul 31, 2014 | May 12, 2023 (3207 d) |
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6 moves match.