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

Departures from Datatex Investment Services Inc

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
James Ronald SanfordDatatex Investment Services Inc independent RIAHuntleigh Advisors, Inc. independent RIARIA to RIAMar 28, 2023May 30, 2019
Greg Alfred OverschmidtDatatex Investment Services Inc independent RIAHuntleigh Advisors, Inc. independent RIARIA to RIAMar 28, 2023Jan 8, 2021
Phillip Kimball CarverDatatex Investment Services Inc independent RIAHuntleigh Advisors, Inc. independent RIARIA to RIAMar 28, 2023Jan 12, 2021
Robert James TockDatatex Investment Services Inc independent RIAHuntleigh Advisors, Inc. independent RIARIA to RIAMar 28, 2023Jan 8, 2021
John Thomas SullivanDatatex Investment Services Inc independent RIAHuntleigh Advisors, Inc. independent RIARIA to RIAMar 28, 2023Jan 7, 2021
Dale Frederick KleekampDatatex Investment Services Inc independent RIAHuntleigh Advisors, Inc. independent RIARIA to RIAMar 28, 2023Jan 8, 2021
William James RodoskyDatatex Investment Services Inc independent RIAHuntleigh Advisors, Inc. independent RIARIA to RIAMar 28, 2023Jan 7, 2021
James Ross GullaDatatex Investment Services Inc independent RIAHuntleigh Advisors, Inc. BD affiliatedRIA to affiliated broker-dealer or bankMar 28, 2023Apr 21, 2025 (755 d)
A C BrownDatatex Investment Services Inc independent RIAHuntleigh Advisors, Inc. independent RIARIA to RIAMar 28, 2023Jan 6, 2021
Larry David LittleDatatex Investment Services Inc independent RIAHuntleigh Advisors, Inc. independent RIARIA to RIAMar 28, 2023Jan 7, 2021
Daniel Jerome LecureDatatex Investment Services Inc independent RIAHuntleigh Advisors, Inc. independent RIARIA to RIAMar 28, 2023Aug 28, 2020
Alan James FerrariDatatex Investment Services Inc independent RIAHuntleigh Advisors, Inc. independent RIARIA to RIAMar 28, 2023Jan 4, 2021
Matthew Joseph OttDatatex Investment Services Inc independent RIAHuntleigh Advisors, Inc. BD affiliatedRIA to affiliated broker-dealer or bankMar 28, 2023Oct 6, 2021
Christopher Cory O'ConnellDatatex Investment Services Inc independent RIAHuntleigh Advisors, Inc. BD affiliatedRIA to affiliated broker-dealer or bankMar 28, 2023Oct 16, 2023 (202 d)
Pamela Jane JohnstonDatatex Investment Services Inc independent RIAHuntleigh Advisors, Inc. otherOtherMar 28, 2023Jan 18, 2006
Douglas Michael SimmsDatatex Investment Services Inc independent RIAHuntleigh Advisors, Inc. independent RIARIA to RIAMar 28, 2023Jan 8, 2021
Justin Andrew EggenbergerDatatex Investment Services Inc independent RIAHuntleigh Advisors, Inc. independent RIARIA to RIAMar 28, 2023Jan 4, 2021
Kenneth Bruce CohenDatatex Investment Services Inc independent RIAHuntleigh Advisors, Inc. otherOtherMar 28, 2023Dec 13, 2016
James Frederick SaylerDatatex Investment Services Inc independent RIACetera Investment Advisers LLC BD affiliatedRIA to affiliated broker-dealer or bankMar 13, 2020Mar 12, 2020
Joseph Arthur ThorntonDatatex Investment Services Inc otherEdward Jones national BDOtherMay 10, 2016Apr 6, 2017 (331 d)
Douglas Michael SimmsDatatex Investment Services Inc otherNational Planning Corporation ("Npc Of America" In Fl & Ny) otherOtherJan 28, 2014Jan 30, 2014
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21 moves match.