Advisor moves

Departures from Rmc Investment Advisors

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
Michael Otis SchulitzRmc Investment Advisors independent RIAGrey Ledge Advisors, LLC independent RIARIA to RIAOct 31, 2025Dec 1, 2025 (31 d)
Matthew Brett TerzianRmc Investment Advisors independent RIAAdvisors Capital Management, LLC independent RIARIA to RIAFeb 3, 2020Feb 28, 2020
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2 moves match.