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 Searcy Financial 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Kimberly Jane Solomon | Searcy Financial Services, Inc. independent RIA | Allos Investment Advisors, LLC independent RIA | RIA to RIA | Nov 1, 2024 | Dec 6, 2023 |
| Alex Phillip Graham | Searcy Financial Services, Inc. independent RIA | Allos Investment Advisors, LLC independent RIA | RIA to RIA | Sep 1, 2022 | Nov 5, 2020 |
| David William Bush | Searcy Financial Services, Inc. independent RIA | Allos Investment Advisors, LLC other | Other | Oct 30, 2018 | Dec 1, 2015 |
| Randy A Schaller | Searcy Financial Services, Inc. other | Smart401k, LLC other | Other | Dec 11, 2008 | Apr 11, 2011 (851 d) |
| Brett Ryan Jergens | Searcy Financial Services, Inc. other | Tortoise Capital Advisors, L.L.C. other | Other | May 8, 2006 | Feb 13, 2018 (4299 d) |
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5 moves match.