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 Henderson Brothers Financial 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.

AdvisorFromToTypeLeftRegistered
Scott Francis FremerComperio Retirement Consulting, Inc. institutionalHenderson Brothers Financial Partners LLC independent RIAOtherJun 27, 2025Jul 21, 2025
Joseph Anthony CravottaGlobal Retirement Partners LLC institutionalHenderson Brothers Financial Partners LLC no RAUMOtherMar 9, 2025Mar 3, 2025
Megan WarzinskiGlobal Retirement Partners LLC institutionalHenderson Brothers Financial Partners LLC no RAUMOtherMar 9, 2025Mar 3, 2025
Christopher Jay SecurcherGlobal Retirement Partners LLC institutionalHenderson Brothers Financial Partners LLC no RAUMOtherMar 9, 2025Mar 3, 2025
Anthony J BaroneGlobal Retirement Partners LLC institutionalHenderson Brothers Financial Partners LLC no RAUMOtherMar 9, 2025Mar 3, 2025
Benjamin Eric RathfonGlobal Retirement Partners LLC institutionalHenderson Brothers Financial Partners LLC no RAUMOtherMar 9, 2025Mar 3, 2025
John Michael KirkpatrickGlobal Retirement Partners LLC institutionalHenderson Brothers Financial Partners LLC no RAUMOtherMar 9, 2025Mar 3, 2025
Tiffany Marie BenigniGlobal Retirement Partners LLC institutionalHenderson Brothers Financial Partners LLC no RAUMOtherMar 9, 2025Mar 3, 2025
Kevin BoveGlobal Retirement Partners LLC institutionalHenderson Brothers Financial Partners LLC no RAUMOtherMar 9, 2025Mar 3, 2025
Roblyn Marie KellyGlobal Retirement Partners LLC institutionalHenderson Brothers Financial Partners LLC no RAUMOtherMar 9, 2025Mar 3, 2025
Daniel Walker GrealishGlobal Retirement Partners LLC institutionalHenderson Brothers Financial Partners LLC no RAUMOtherMar 9, 2025Mar 3, 2025
Austin William KriseGlobal Retirement Partners LLC institutionalHenderson Brothers Financial Partners LLC no RAUMOtherMar 9, 2025Mar 3, 2025
Craig Thomas YochumGlobal Retirement Partners LLC institutionalHenderson Brothers Financial Partners LLC no RAUMOtherMar 9, 2025Mar 3, 2025
Jack Patrick RyanGlobal Retirement Partners LLC institutionalHenderson Brothers Financial Partners LLC no RAUMOtherMar 9, 2025Mar 3, 2025
Joseph Michael KellyGlobal Retirement Partners LLC institutionalHenderson Brothers Financial Partners LLC no RAUMOtherMar 9, 2025Mar 6, 2025
Gabriel AntoniGlobal Retirement Partners LLC institutionalHenderson Brothers Financial Partners LLC no RAUMOtherMar 9, 2025Mar 3, 2025
Sierra ChristianGlobal Retirement Partners LLC institutionalHenderson Brothers Financial Partners LLC no RAUMOtherMar 9, 2025Mar 3, 2025
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17 moves match.