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 Cascade Financial Partners, 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 |
|---|---|---|---|---|---|
| Lauren Trott Gabele | Mariner BD affiliated | Cascade Financial Partners, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Apr 9, 2026 | Apr 28, 2026 |
| Jeffrey Scott Mcculloch | Creative Planning independent RIA | Cascade Financial Partners, LLC independent RIA | RIA to RIA | Aug 28, 2023 | Apr 30, 2024 (246 d) |
| Brian Peter Krause | Creative Planning independent RIA | Cascade Financial Partners, LLC independent RIA | RIA to RIA | Aug 28, 2023 | Apr 30, 2024 (246 d) |
| Natalie Elizabeth Dewindt | Creative Planning independent RIA | Cascade Financial Partners, LLC independent RIA | RIA to RIA | Aug 28, 2023 | Apr 30, 2024 (246 d) |
| Darien Lee Horton | Creative Planning independent RIA | Cascade Financial Partners, LLC no RAUM | RIA to a newly registered adviser | Aug 28, 2023 | Aug 28, 2023 |
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5 moves match.