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 Friday Financial

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.

AdvisorFromToTypeLeftRegistered
Heather D VetterAvantax Planning Partners, Inc. BD affiliatedFriday Financial independent RIAAffiliated broker-dealer or bank to independent RIAJul 13, 2026Sep 17, 2026 (66 d)
Jay Robert HarrisAvantax Planning Partners, Inc. BD affiliatedFriday Financial independent RIAAffiliated broker-dealer or bank to independent RIAJul 13, 2026Sep 17, 2026 (66 d)
John Alexander EmsAvantax Planning Partners, Inc. BD affiliatedFriday Financial independent RIAAffiliated broker-dealer or bank to independent RIAJul 13, 2026Sep 17, 2026 (66 d)
Angela Michelle WhiteAvantax Planning Partners, Inc. BD affiliatedFriday Financial independent RIAAffiliated broker-dealer or bank to independent RIAJul 8, 2026Sep 17, 2026 (71 d)
Elyse Josephine WegmannAvantax Planning Partners, Inc. BD affiliatedFriday Financial independent RIAAffiliated broker-dealer or bank to independent RIAJul 8, 2026Sep 17, 2026 (71 d)
Michael Peter WelbesAvantax Planning Partners, Inc. BD affiliatedFriday Financial independent RIAAffiliated broker-dealer or bank to independent RIAJul 7, 2026Sep 17, 2026 (72 d)
Aaron P CullenAvantax Planning Partners, Inc. BD affiliatedFriday Financial independent RIAAffiliated broker-dealer or bank to independent RIAJul 6, 2026Sep 17, 2026 (73 d)
Katie Jo ThomasAvantax Planning Partners, Inc. BD affiliatedFriday Financial independent RIAAffiliated broker-dealer or bank to independent RIAJul 2, 2026Sep 17, 2026 (77 d)
Keith James HabelAvantax Planning Partners, Inc. BD affiliatedFriday Financial independent RIAAffiliated broker-dealer or bank to independent RIAJul 2, 2026Sep 17, 2026 (77 d)
Adam Robert ReischAvantax Planning Partners, Inc. BD affiliatedFriday Financial independent RIAAffiliated broker-dealer or bank to independent RIAJul 1, 2026Sep 17, 2026 (78 d)
Kyle Steven KunzAvantax Planning Partners, Inc. BD affiliatedFriday Financial independent RIAAffiliated broker-dealer or bank to independent RIAJul 1, 2026Sep 17, 2026 (78 d)
Jeremy Joseph GerardyGlobal Retirement Partners LLC institutionalFriday Financial independent RIAOtherJul 23, 2024Aug 7, 2024
Christina Ann HoffmannCreative Planning independent RIAFriday Financial no RAUMRIA to a newly registered adviserJan 2, 2024Mar 21, 2024 (79 d)
Nicholas Bert HeiarAvantax Planning Partners, Inc. BD affiliatedFriday Financial no RAUMAffiliated broker-dealer or bank to a newly registered adviserJun 27, 2023Feb 16, 2024 (234 d)
Brian Joseph GriffinAvantax Planning Partners, Inc. BD affiliatedFriday Financial no RAUMAffiliated broker-dealer or bank to a newly registered adviserJun 15, 2023Feb 16, 2024 (246 d)
Matthew Robert PillardMid Atlantic Financial Management, Inc. BD affiliatedFriday Financial independent RIAAffiliated broker-dealer or bank to independent RIAAug 28, 2020Apr 10, 2026 (2051 d)
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16 moves match.