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 Rav Financial
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 |
|---|---|---|---|---|---|
| David Taucher | Rav Financial other | Sequoia Financial Group, L.L.C. other | Other | Oct 28, 2016 | Oct 3, 2016 |
| Christine Michelle Boehnlein | Rav Financial other | Sequoia Financial Group, L.L.C. other | Other | Oct 28, 2016 | Oct 3, 2016 |
| Kenneth Joseph Paull | Rav Financial other | Sequoia Financial Group, L.L.C. other | Other | Oct 28, 2016 | Oct 3, 2016 |
| Thomas Andrew Moughan | Rav Financial other | Sequoia Financial Group, L.L.C. other | Other | Oct 28, 2016 | Oct 3, 2016 |
| Marissa Grace Beyer | Rav Financial other | True Wealth Design, LLC independent RIA | Other | Jul 7, 2015 | Mar 3, 2016 (240 d) |
| Nancy Gallagher Cook | Rav Financial other | Clearstead; Clearstead Advisory Solutions other | Other | Mar 15, 2012 | Apr 18, 2012 (34 d) |
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6 moves match.