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 Galecki Financial Management 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 |
|---|---|---|---|---|---|
| Robert Seth Whicker | Galecki Financial Management Inc other | Sym Financial Advisors other | Other | Oct 1, 2007 | Jan 17, 2008 (108 d) |
| Danielle Rae Louton | Galecki Financial Management Inc other | Summit Trail Advisors, LLC independent RIA | Other | Oct 26, 2005 | Apr 10, 2024 (6741 d) |
| Ian Da Costa Boyce | Galecki Financial Management Inc other | Dickmeyer Boyce Financial Management, Inc other | Other | Mar 30, 2004 | Mar 3, 2004 |
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3 moves match.