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 Intentgen Financial Partners
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 |
|---|---|---|---|---|---|
| Jack Joseph Ayotte | Thrivent Advisor Network, LLC BD affiliated | Intentgen Financial Partners no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Jun 17, 2026 | May 18, 2026 |
| Corey James Schmidt | Thrivent Advisor Network, LLC BD affiliated | Intentgen Financial Partners no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Jun 17, 2026 | May 20, 2026 |
| Zachary Anders Larson | Thrivent Advisor Network, LLC BD affiliated | Intentgen Financial Partners no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Jun 17, 2026 | May 20, 2026 |
| Joseph Thomas Schmitt | Thrivent Advisor Network, LLC BD affiliated | Intentgen Financial Partners no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Jun 17, 2026 | May 18, 2026 |
| Cole Allen Vickrey | Thrivent Advisor Network, LLC BD affiliated | Intentgen Financial Partners no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Jun 17, 2026 | May 18, 2026 |
| Michael William Mathey | Thrivent Advisor Network, LLC BD affiliated | Intentgen Financial Partners no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Jun 17, 2026 | May 18, 2026 |
| Andrew Gregory Abel | Thrivent Advisor Network, LLC BD affiliated | Intentgen Financial Partners no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Jun 17, 2026 | May 18, 2026 |
| Patrick James Morris | Thrivent Advisor Network, LLC BD affiliated | Intentgen Financial Partners no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Jun 17, 2026 | May 18, 2026 |
| Carl Dalsgaard Christiansen | Thrivent Advisor Network, LLC BD affiliated | Intentgen Financial Partners no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Jun 17, 2026 | May 27, 2026 |
| Jacob Schatz | Thrivent Investment Management Inc. BD affiliated | Intentgen Financial Partners no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Dec 26, 2024 | May 18, 2026 (508 d) |
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10 moves match.