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 Kickstand Wealth Advisors
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 |
|---|---|---|---|---|---|
| Benjamin Clayton Forte | Advice And Planning Services BD affiliated | Kickstand Wealth Advisors independent RIA | Affiliated broker-dealer or bank to independent RIA | Jun 17, 2026 | Jun 26, 2026 |
| Christine Diane Fusare | Truclarity Wealth Advisors independent RIA | Kickstand Wealth Advisors no RAUM | RIA to a newly registered adviser | Sep 6, 2023 | Sep 3, 2023 |
| Chad W Goodchild | Truclarity Wealth Advisors independent RIA | Kickstand Wealth Advisors no RAUM | RIA to a newly registered adviser | Sep 6, 2023 | Sep 3, 2023 |
| Jacob William Schlicht | Truclarity Wealth Advisors independent RIA | Kickstand Wealth Advisors no RAUM | RIA to a newly registered adviser | Sep 6, 2023 | Sep 3, 2023 |
| Corey M Ernisse | Truclarity Wealth Advisors independent RIA | Kickstand Wealth Advisors no RAUM | RIA to a newly registered adviser | Sep 6, 2023 | Sep 3, 2023 |
| Devyn Amber Little | Truclarity Wealth Advisors independent RIA | Kickstand Wealth Advisors no RAUM | RIA to a newly registered adviser | Sep 6, 2023 | Sep 3, 2023 |
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6 moves match.