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 Future Benefits 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 |
|---|---|---|---|---|---|
| Kevin William Grenham | Future Benefits Inc independent RIA | Onedigital institutional | Other | Dec 31, 2019 | May 7, 2019 |
| William Charles Doran | Future Benefits Inc independent RIA | Onedigital institutional | Other | Dec 31, 2019 | May 6, 2019 |
| David Shaun Hunter | Future Benefits Inc independent RIA | Onedigital institutional | Other | Dec 31, 2019 | May 7, 2019 |
| Brian David Williams | Future Benefits Inc independent RIA | Northshire Consulting, LLC state registered | RIA to a state-registered adviser | Oct 17, 2018 | Dec 12, 2018 (56 d) |
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4 moves match.