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 Capital Area Planning Group
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 |
|---|---|---|---|---|---|
| Desiree Fisher | Wealth More Enterprise, Inc. independent RIA | Capital Area Planning Group no RAUM | Other | Dec 31, 2025 | Oct 18, 2024 |
| Morgan Adrianna Zeiber | LPL Financial LLC BD affiliated | Capital Area Planning Group independent RIA | Affiliated broker-dealer or bank to independent RIA | Mar 5, 2025 | Jun 18, 2026 (470 d) |
| Sherman Malcolm Ethridge | Cic Wealth, LLC independent RIA | Capital Area Planning Group no RAUM | RIA to a newly registered adviser | Dec 31, 2024 | Oct 17, 2024 |
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3 moves match.