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 Kays Financial Advisory Corp

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
William Alan McknightKays Financial Advisory Corp independent RIAMercer Global Advisors Inc. independent RIARIA to RIAJan 4, 2021Jan 4, 2021
Nicholas Andrew CoppolaKays Financial Advisory Corp independent RIAMercer Global Advisors Inc. independent RIARIA to RIAJan 4, 2021Dec 23, 2020
Bryan Andrew StrikeKays Financial Advisory Corp independent RIAMercer Global Advisors Inc. independent RIARIA to RIAJan 4, 2021Dec 23, 2020
Andrew David MeddersKays Financial Advisory Corp independent RIAMercer Global Advisors Inc. independent RIARIA to RIAJan 4, 2021Dec 24, 2020
Richard Bradley MundyKays Financial Advisory Corp independent RIAMercer Global Advisors Inc. independent RIARIA to RIAJan 4, 2021Dec 23, 2020
Adam M LeeKays Financial Advisory Corp independent RIAMercer Global Advisors Inc. independent RIARIA to RIAJan 4, 2021Dec 23, 2020
William Mark HowardKays Financial Advisory Corp independent RIAMercer Global Advisors Inc. independent RIARIA to RIAJan 4, 2021Dec 23, 2020
Michelle Marie WolffKays Financial Advisory Corp independent RIAHomrich Berg independent RIARIA to RIAAug 2, 2018Jun 24, 2020 (692 d)
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8 moves match.