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 Budros, Ruhlin & Roe

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
Gary John MarcinickBudros, Ruhlin & Roe independent RIACorient independent RIARIA to RIAMar 31, 2023Nov 23, 2022
Eric Gerhard ShislerBudros, Ruhlin & Roe independent RIACorient independent RIARIA to RIAMar 31, 2023Nov 23, 2022
Daniel Lawrence DueBudros, Ruhlin & Roe independent RIACorient independent RIARIA to RIAMar 31, 2023Nov 23, 2022
Jessica Aeri LeeBudros, Ruhlin & Roe independent RIACorient independent RIARIA to RIAMar 31, 2023Nov 23, 2022
Michael David KlineBudros, Ruhlin & Roe independent RIACorient independent RIARIA to RIAMar 31, 2023Nov 23, 2022
Scott Richard KidwellBudros, Ruhlin & Roe independent RIACorient independent RIARIA to RIAMar 31, 2023Nov 23, 2022
John David SchumanBudros, Ruhlin & Roe independent RIACorient independent RIARIA to RIAMar 31, 2023Nov 23, 2022
John P MchughBudros, Ruhlin & Roe independent RIACorient independent RIARIA to RIAMar 31, 2023Nov 17, 2022
Aaron Timothy ArmstrongBudros, Ruhlin & Roe independent RIACorient independent RIARIA to RIAMar 31, 2023Nov 23, 2022
Christopher Stanley BartkowskiBudros, Ruhlin & Roe independent RIACorient independent RIARIA to RIAMar 31, 2023Nov 23, 2022
Sonia BrinkmanBudros, Ruhlin & Roe independent RIACorient independent RIARIA to RIAMar 31, 2023Nov 23, 2022
Matthew Robert UllmerBudros, Ruhlin & Roe independent RIACorient independent RIARIA to RIAMar 31, 2023Nov 23, 2022
Jamie April BondBudros, Ruhlin & Roe independent RIACorient independent RIARIA to RIAMar 31, 2023Nov 23, 2022
Jeffrey E. SuchyBudros, Ruhlin & Roe independent RIACorient independent RIARIA to RIAMar 31, 2023Nov 23, 2022
Kevin William WuebkerBudros, Ruhlin & Roe independent RIACorient independent RIARIA to RIAMar 31, 2023Nov 23, 2022
Isaiah Stephen StidhamBudros, Ruhlin & Roe independent RIACorient independent RIARIA to RIAMar 31, 2023Nov 23, 2022
Brandon Philip DempseyBudros, Ruhlin & Roe independent RIACorient independent RIARIA to RIAMar 31, 2023Nov 23, 2022
Jamie Lynne RizerBudros, Ruhlin & Roe independent RIACorient independent RIARIA to RIAMar 31, 2023Nov 17, 2022
Nolan GladieuxBudros, Ruhlin & Roe independent RIACorient independent RIARIA to RIAMar 31, 2023Nov 23, 2022
Madeline Kay HobbsBudros, Ruhlin & Roe independent RIACorient independent RIARIA to RIAMar 31, 2023Nov 23, 2022
Ryan W. GarlandBudros, Ruhlin & Roe independent RIACorient independent RIARIA to RIAMar 31, 2023Nov 17, 2022
Kyle RadabaughBudros, Ruhlin & Roe independent RIACorient independent RIARIA to RIAMar 31, 2023Nov 23, 2022
Dylan Thomas GaverBudros, Ruhlin & Roe independent RIAThe Sherrington Group state registeredRIA to a state-registered adviserDec 16, 2021Jan 13, 2023 (393 d)
Andrea Nicole EllisBudros, Ruhlin & Roe independent RIAPruco Securities, LLC BD affiliatedRIA to affiliated broker-dealer or bankJul 1, 2021Oct 19, 2021 (110 d)
Hannah L RitchieBudros, Ruhlin & Roe independent RIAMorningstar Investment Management LLC mixed wealthRIA to RIAJun 24, 2021Jul 6, 2021
Krista Allison CavalieriBudros, Ruhlin & Roe independent RIAEllevest independent RIARIA to RIAJan 15, 2021Jan 7, 2021
Gregory AppleBudros, Ruhlin & Roe independent RIAHuntington Financial Advisors BD affiliatedRIA to affiliated broker-dealer or bankJun 28, 2019Aug 3, 2020 (402 d)
Emily DeblaseBudros, Ruhlin & Roe independent RIAGerber, LLC independent RIARIA to RIAJun 28, 2019Dec 6, 2019 (161 d)
Amy Beth KellyBudros, Ruhlin & Roe independent RIAPruco Securities, LLC BD affiliatedRIA to affiliated broker-dealer or bankMay 21, 2019Nov 3, 2020 (532 d)
Shawn Richard BallingerBudros, Ruhlin & Roe independent RIAColumbus Street Wealth Management, LLC independent RIARIA to RIAFeb 19, 2019May 1, 2019 (71 d)
John E. RoesslerBudros, Ruhlin & Roe otherForvis Mazars Wealth Advisors, LLC otherOtherApr 2, 2015Aug 13, 2014
Linda Denise CampbellBudros, Ruhlin & Roe otherEdelman Financial Services, LLC otherOtherSep 23, 2011Jan 10, 2012 (109 d)
Jeffrey Dean SmithBudros, Ruhlin & Roe otherSmith Wealth Planning, LLC unclassifiedOtherJul 7, 2009Feb 8, 2011 (581 d)
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33 moves match.