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 Rench & Muir Financial Advisors 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 |
|---|---|---|---|---|---|
| James Allen Rench | Rench & Muir Financial Advisors Inc other | Relevance Capital Management no RAUM | Other | Dec 31, 2012 | Jan 9, 2012 |
| Thomas Earl Muir | Rench & Muir Financial Advisors Inc other | Cultivar Capital, Inc. no RAUM | Other | Dec 31, 2012 | Feb 14, 2012 |
| Kyle Marcus Eaton | Rench & Muir Financial Advisors Inc other | Relevance Capital Management no RAUM | Other | Dec 31, 2012 | Mar 22, 2012 |
| Mark Russell Falling | Rench & Muir Financial Advisors Inc other | Charles Schwab & Co., Inc. national BD | Other | Aug 16, 2011 | Aug 3, 2011 |
| Trudy Turner | Rench & Muir Financial Advisors Inc other | Rgt Wealth Advisors other | Other | Oct 25, 2005 | Feb 20, 2015 (3405 d) |
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5 moves match.