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 First Investment Corporation
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 |
|---|---|---|---|---|---|
| Cheryl Annette Green | First Investment Corporation other | Farther independent RIA | Other | Aug 31, 2026 | May 5, 2026 |
| Kenneth Wayne Green | First Investment Corporation other | Farther independent RIA | Other | Aug 31, 2026 | May 7, 2026 |
| Morgan Faye Barnhill | First Investment Corporation other | Farther independent RIA | Other | Aug 31, 2026 | May 5, 2026 |
| Susan Ann Dick | First Investment Corporation other | Raymond James Financial Services Advisors, Inc other | Other | Aug 17, 2007 | Jan 2, 2009 (504 d) |
| Aaron Scott Archambo | First Investment Corporation other | Archambo Financial Advisors, Inc. other | Other | Dec 15, 2004 | Jan 29, 2004 |
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5 moves match.