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 1st Source Corporation Investment Advisors, 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 |
|---|---|---|---|---|---|
| Jacqueline Ann Kronewitter | 1st Source Corporation Investment Advisors, Inc. other | Choreo, LLC independent RIA | Other | Jun 1, 2020 | Sep 29, 2021 (485 d) |
| Jonathan William Cisna | 1st Source Corporation Investment Advisors, Inc. other | D.A. Davidson & Co. independent RIA | Other | Jun 1, 2020 | Jun 20, 2026 (2210 d) |
| Jordan Michael Seegert | 1st Source Corporation Investment Advisors, Inc. other | Sii Investments, Inc. other | Other | Feb 28, 2008 | Jan 8, 2010 (680 d) |
| Eric Andrew Boughton | 1st Source Corporation Investment Advisors, Inc. other | Deschutes Investment Advisors, Inc. unclassified | Other | Aug 4, 2006 | Sep 11, 2006 (38 d) |
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4 moves match.