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 Diesslin 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 |
|---|---|---|---|---|---|
| Erica Rae Boulware | Diesslin Group, Inc. independent RIA | Tailwind Advisors independent RIA | RIA to RIA | Sep 2, 2022 | Mar 24, 2023 (203 d) |
| Emma Lucille Simmons | Diesslin Group, Inc. independent RIA | Akg Financial Group state registered | RIA to a state-registered adviser | Oct 15, 2021 | Oct 19, 2021 |
| Davis Bradley Bourland | Diesslin Group, Inc. independent RIA | Akg Financial Group state registered | RIA to a state-registered adviser | Sep 9, 2021 | Oct 19, 2021 (40 d) |
| Edmond Brent Cherry | Diesslin Group, Inc. other | MML Investors Services, LLC other | Other | Dec 23, 2009 | Jun 7, 2010 (166 d) |
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4 moves match.