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 Evergreen Wealth 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 |
|---|---|---|---|---|---|
| Locke Paul Bielefeldt | LPL Financial LLC BD affiliated | Evergreen Wealth Partners LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Sep 3, 2025 | Aug 28, 2025 |
| Adam Robert Coughlin | LPL Financial LLC BD affiliated | Evergreen Wealth Partners LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Sep 3, 2025 | Aug 28, 2025 |
| David Paul Mulnix | LPL Financial LLC BD affiliated | Evergreen Wealth Partners LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Sep 3, 2025 | Aug 28, 2025 |
| Evan Alexander Harris | Boone Wealth Advisors, LLC other | Evergreen Wealth Partners LLC no RAUM | Other | May 12, 2016 | Aug 28, 2025 (3395 d) |
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4 moves match.