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 Apforia
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 |
|---|---|---|---|---|---|
| Gregory M Young | Ahead Full Wealth Management, LLC unclassified | Apforia independent RIA | Other | Nov 18, 2025 | Oct 15, 2024 |
| Joseph Donald Brown | C.L. Sheldon & Company, LLC independent RIA | Apforia independent RIA | RIA to RIA | May 2, 2025 | May 6, 2025 |
| Michael Hunsberger | Next Mission Financial Planning unclassified | Apforia independent RIA | Other | Jan 8, 2025 | Oct 9, 2024 |
| Amy Susan King | Instar Financial Planning, LLC unclassified | Apforia independent RIA | Other | Dec 19, 2024 | Oct 14, 2024 |
| Kathleen Colburn Cote | Red Clover Financial Planning, LLC unclassified | Apforia independent RIA | Other | Mar 19, 2024 | Mar 19, 2024 |
| Rebecca Elizabeth Meats | Independent Progressive Advisors, LLC independent RIA | Apforia independent RIA | RIA to RIA | Jan 8, 2024 | Jan 4, 2024 |
| Sean C Gillespie | Redeployment Wealth Strategies LLC unclassified | Apforia independent RIA | Other | Dec 26, 2023 | Sep 19, 2023 |
| Adrienne Gail Ross | Clear Insight Financial Planning, LLC unclassified | Apforia independent RIA | Other | Dec 18, 2023 | Aug 2, 2023 |
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8 moves match.