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 Investacorp Advisory Services 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.

AdvisorFromToTypeLeftRegistered
Kirby Lee ZellerInvestacorp Advisory Services Inc otherLPL Financial LLC otherOtherJun 6, 2006May 31, 2006
Kathryn Louise FitzgeraldInvestacorp Advisory Services Inc otherBrookstreet Securities Corporation unclassifiedOtherDec 31, 2005Jan 9, 2006
Christopher Panos KamnitsisInvestacorp Advisory Services Inc otherNational Planning Corporation ("Npc Of America" In Fl & Ny) otherOtherDec 31, 2005Sep 26, 2007 (634 d)
Martin Lawrence HearnInvestacorp Advisory Services Inc otherSecurities America Advisors, Inc. otherOtherSep 30, 2005Aug 3, 2005
Frank Reid HartsfieldInvestacorp Advisory Services Inc otherBb&T Asset Management, Inc. unclassifiedOtherMar 23, 2005Mar 4, 2005
Joseph Donald FrankInvestacorp Advisory Services Inc otherUsallianz Securities, Inc. unclassifiedOtherDec 31, 2004May 10, 2005 (130 d)
Timothy John BourdonInvestacorp Advisory Services Inc otherCommonwealth Financial Network national BDOtherDec 31, 2004Apr 4, 2005 (94 d)
Thomas Lyle KehoeInvestacorp Advisory Services Inc otherTransamerica Financial Advisors, LLC otherOtherNov 5, 2004Nov 5, 2004
Ronald Lawrence MyersInvestacorp Advisory Services Inc otherMyers Financial Services, Inc. unclassifiedOtherJun 9, 2004Mar 29, 2004
Carol Marie SherrInvestacorp Advisory Services Inc otherBrooks Financial Advisory Group,Inc. state registeredOtherJun 3, 2004Apr 8, 2004
Michael Ira GaerInvestacorp Advisory Services Inc otherGaer Financial Group, Inc unclassifiedOtherDec 31, 2003May 12, 2004 (133 d)
Spencer Jay DavidInvestacorp Advisory Services Inc otherIntegrated Wealth Services, Inc unclassifiedOtherDec 31, 2003Nov 13, 2003
Donald Alan MercurioInvestacorp Advisory Services Inc otherFsc Securities Corporation otherOtherNov 24, 2003Oct 28, 2003
Mark Gus MckimminsInvestacorp Advisory Services Inc otherFsc Securities Corporation otherOtherSep 24, 2003Sep 9, 2003
Eva ValentineInvestacorp Advisory Services Inc otherMedallion Advisory Services, LLC unclassifiedOtherJul 30, 2003Apr 14, 2008 (1720 d)
Mark William PetroInvestacorp Advisory Services Inc otherIndependent Advisers Group Corp otherOtherJul 22, 2003Aug 4, 2003
Collin Dee LafolletteInvestacorp Advisory Services Inc otherMoney Concepts Advisory Service otherOtherMay 6, 2003Jun 17, 2005 (773 d)
James S BoysInvestacorp Advisory Services Inc otherCreative Financial Designs, Inc. otherOtherMay 5, 2003May 14, 2003
William Raymond TennantInvestacorp Advisory Services Inc otherAdvisors Financial Group unclassifiedOtherApr 17, 2003Apr 28, 2003
Scott Alan JohnsonInvestacorp Advisory Services Inc otherKlaas Financial Asset Advisors, LLC. otherOtherMar 14, 2003Apr 29, 2002
Gary Daniel LoveInvestacorp Advisory Services Inc otherKlaas Financial Asset Advisors, LLC. otherOtherJan 28, 2003Jul 15, 2002
Wendell Breneman StewartInvestacorp Advisory Services Inc otherCompass Financial Management LLC independent RIAOtherOct 28, 2002Dec 19, 2024 (8088 d)
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142 moves match.