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 Select Financial Group, LLC
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 |
|---|---|---|---|---|---|
| Regis Edward Ruane | Select Financial Group, LLC other | United Capital Financial Advisors other | Other | Jul 11, 2016 | Oct 30, 2015 |
| John Patrick Abriola | Select Financial Group, LLC other | Osaic Wealth, Inc. other | Other | Jul 11, 2016 | Sep 4, 2008 |
| Kenneth Jeffrey Hanna | Select Financial Group, LLC other | United Capital Financial Advisors other | Other | Jul 11, 2016 | Oct 30, 2015 |
| Diana Elizabeth Hallas | Select Financial Group, LLC other | United Capital Financial Advisors other | Other | Jul 11, 2016 | Oct 30, 2015 |
| Ted William Drost | Select Financial Group, LLC other | Osaic Wealth, Inc. other | Other | Nov 19, 2015 | Sep 24, 2008 |
| Ryan Patrick Neupaver | Select Financial Group, LLC other | Osaic Wealth, Inc. other | Other | Nov 13, 2015 | Mar 5, 2014 |
| Gregory T Bricker | Select Financial Group, LLC other | Dinuzzo Private Wealth, Inc. other | Other | Nov 13, 2015 | Dec 18, 2015 (35 d) |
| William Edward Baker | Select Financial Group, LLC other | Citizens Securities, Inc. other | Other | Apr 4, 2011 | Jan 13, 2016 (1745 d) |
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8 moves match.