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 Little Bird Financial, 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 |
|---|---|---|---|---|---|
| Marshall Paul Gause | Geneva Fund Partners unclassified | Little Bird Financial, LLC state registered | Other | Nov 26, 2018 | May 7, 2026 (2719 d) |
| Kevin Richard Zemann | Wealthplan Partners other | Little Bird Financial, LLC state registered | Other | Jul 21, 2015 | May 28, 2026 (3964 d) |
| Glen Daniel Shepherd | Qa3 Financial LLC unclassified | Little Bird Financial, LLC state registered | Other | Apr 21, 2008 | May 8, 2026 (6591 d) |
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3 moves match.