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 Premier Financial Group 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 |
|---|---|---|---|---|---|
| Rebekah Yvonne Mull | Premier Financial Group Inc independent RIA | Ebert Capital Management Inc. independent RIA | RIA to RIA | Mar 29, 2021 | Mar 24, 2021 |
| Ann Marie Tyrrell | Premier Financial Group Inc other | Stifel, Nicolaus & Company, Incorporated national BD | Other | Apr 29, 2013 | May 6, 2013 |
| Jeffrey Brian Coontz | Premier Financial Group Inc other | Prudent Investor Advisors, LLC other | Other | Nov 10, 2005 | Nov 22, 2004 |
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3 moves match.