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 Make The Memory Financial Planning
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 |
|---|---|---|---|---|---|
| Matthew Dowd Hale | Origin Investment Advisory LLC independent RIA | Make The Memory Financial Planning no RAUM | RIA to a newly registered adviser | Jan 13, 2023 | Oct 24, 2024 (650 d) |
| Jordan Alan Vlastuin | Facet independent RIA | Make The Memory Financial Planning independent RIA | RIA to RIA | Jan 4, 2022 | Feb 8, 2026 (1496 d) |
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2 moves match.