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 Next Phase 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 |
|---|---|---|---|---|---|
| Jeremiah Keith Nolen | Brookstone Wealth Advisors, LLC no RAUM | Next Phase Advisors state registered | Other | Sep 13, 2024 | Sep 13, 2024 |
| Seth Bryan Layton | Freedom Financial Coaching, LLC unclassified | Next Phase Advisors state registered | Other | Jul 19, 2023 | Sep 13, 2024 (422 d) |
Page 1 of 1
2 moves match.