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 Mariner Wealth Advisors

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
Jana Lee ShouldersMariner Wealth Advisors mixed wealthMariner otherOtherJul 3, 2018Sep 23, 2016
Suzanne Christine WheelerMariner Wealth Advisors mixed wealthMariner otherOtherJul 3, 2018Sep 23, 2016
Lindsey Hart MccoolMariner Wealth Advisors mixed wealthMariner otherOtherJul 3, 2018Sep 23, 2016
James Knight Cooper IIIMariner Wealth Advisors mixed wealthMariner otherOtherJul 3, 2018Sep 23, 2016
Valerie Elizabeth EscobarMariner Wealth Advisors mixed wealthMariner otherOtherJul 3, 2018Dec 24, 2014
Ryan John GravesMariner Wealth Advisors mixed wealthFirstpoint Financial, LLC otherOtherJul 3, 2018Jun 20, 2014
Jeffrey Alan CouchMariner Wealth Advisors mixed wealthMariner otherOtherJul 3, 2018Sep 23, 2016
Bradley Duane RollinsMariner Wealth Advisors mixed wealthMariner otherOtherJul 3, 2018Sep 27, 2016
Julie B SmithMariner Wealth Advisors mixed wealthMariner otherOtherJul 3, 2018Sep 23, 2016
Adam Jacob LodgeMariner Wealth Advisors mixed wealthMariner otherOtherJul 3, 2018Sep 27, 2016
Natalie Lamb HaggardMariner Wealth Advisors mixed wealthMariner otherOtherJul 3, 2018Mar 12, 2018
Michael Kenneth McandrewsMariner Wealth Advisors mixed wealthMariner otherOtherJul 3, 2018Sep 27, 2016
Joseph William HendrixMariner Wealth Advisors mixed wealthMariner otherOtherJul 3, 2018Sep 23, 2016
Brodie Andrew HinkleMariner Wealth Advisors mixed wealthMariner otherOtherJul 3, 2018Aug 3, 2017
Ralayna D KennedyMariner Wealth Advisors mixed wealthMariner otherOtherJul 3, 2018Mar 12, 2018
Amy Jeneth GordonMariner Wealth Advisors mixed wealthMariner otherOtherJul 3, 2018Nov 3, 2017
Leigh Alexandra HigginsMariner Wealth Advisors mixed wealthMariner otherOtherJul 3, 2018Mar 12, 2018
Julie Lynn SkyeMariner Wealth Advisors otherMariner otherOtherDec 6, 2017Jul 22, 2015
Zack T. SkinnerMariner Wealth Advisors otherBok Financial Advisors otherOtherJul 7, 2017Jul 20, 2017
Aaron NielsenMariner Wealth Advisors otherFisher Investments otherOtherMay 11, 2017Aug 16, 2017 (97 d)
Philip Donald MockMariner Wealth Advisors otherCathedral Square Capital state registeredOtherAug 4, 2016Aug 16, 2022 (2203 d)
Matthew Curtis LitzlerMariner Wealth Advisors otherLnw otherOtherJul 26, 2012Jan 30, 2014 (553 d)
Cameron Jay TurnerMariner Wealth Advisors otherJm2 Capital Inc. independent RIAOtherJul 9, 2004Mar 9, 2018 (4991 d)
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23 moves match.