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 Zacks Investment Management, 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
Kyle Eric Merk	Zacks Investment Management, Inc. other	Natcity Investments, Inc. unclassified	Other	Sep 24, 2008	Jan 20, 2009 (118 d)
John Connor Mcchesney	Zacks Investment Management, Inc. other	Td Ameritrade, Inc. no RAUM	Other	Aug 21, 2008	Feb 1, 2013 (1625 d)
John Chistopher Emig	Zacks Investment Management, Inc. other	Cambridge Investment Research Advisors, Inc. other	Other	Jan 10, 2007	Jan 5, 2007
David Renko	Zacks Investment Management, Inc. other	Citigroup Global Markets Inc. other	Other	Oct 6, 2006	Dec 4, 2006 (59 d)
David Grant Metzger	Zacks Investment Management, Inc. other	Legacy Wealth Management, LLC other	Other	Sep 5, 2006	Nov 27, 2006 (83 d)
Stephen T Straw	Zacks Investment Management, Inc. other	Transamerica Financial Advisors, Inc. unclassified	Other	Jun 16, 2006	Jul 19, 2006 (33 d)
Peter Vlagos	Zacks Investment Management, Inc. other	Guggenheim Investments other	Other	Oct 26, 2005	Oct 5, 2005
Terrence Randel Babe	Zacks Investment Management, Inc. other	Thinkequity LLC other	Other	Jun 30, 2005	Jul 11, 2005
Todd Paul Muentzer	Zacks Investment Management, Inc. other	Rydex Advisory Services, LLC unclassified	Other	Feb 11, 2005	Jan 26, 2009 (1445 d)

Page 2 of 2Previous

69 moves match.