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 Wealth Foundations 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 |
|---|---|---|---|---|---|
| James Thor Atchley | Global View Capital Management LLC independent RIA | Wealth Foundations Partners, LLC independent RIA | RIA to RIA | Oct 20, 2025 | Oct 27, 2025 |
| James Patrick Gregg | Global View Capital Management LLC independent RIA | Wealth Foundations Partners, LLC independent RIA | RIA to RIA | Apr 28, 2025 | Mar 14, 2025 |
| Michael Cordell Chapman | Global View Capital Management LLC independent RIA | Wealth Foundations Partners, LLC independent RIA | RIA to RIA | Mar 27, 2025 | Mar 28, 2025 |
| Joanne Catherine Chapman | Castleview Partners, LLC independent RIA | Wealth Foundations Partners, LLC independent RIA | RIA to RIA | Nov 19, 2024 | Nov 20, 2024 |
| Connor Michael Humphrey | Fidelity Personal And Workplace Advisors BD affiliated | Wealth Foundations Partners, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Nov 24, 2021 | Sep 4, 2025 (1380 d) |
Page 1 of 1
5 moves match.