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 Resource Consulting 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 |
|---|---|---|---|---|---|
| Kristen Grace Smith | Resource Consulting Group, Inc. state registered | Personal Capital Advisors Corporation independent RIA | Other | Jul 23, 2020 | Jul 21, 2020 |
| Hester Rebekah Broad | Resource Consulting Group, Inc. state registered | Altruvista LLC other | Other | Dec 23, 2015 | Sep 8, 2016 (260 d) |
| Keith Edward Schnelle | Resource Consulting Group, Inc. state registered | Solutia Global, LLC state registered | Other | Dec 31, 2010 | Jun 8, 2015 (1620 d) |
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3 moves match.