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 Tull Financial 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 |
|---|---|---|---|---|---|
| Ellen Wohlford Anderson | Tull Financial Group, Inc. independent RIA | Clearstead; Clearstead Advisory Solutions independent RIA | RIA to RIA | Jun 20, 2023 | Oct 13, 2024 (481 d) |
| Terry Lee Crawford | Tull Financial Group, Inc. independent RIA | Pivotal Planning Group, LLC independent RIA | RIA to RIA | Jul 30, 2018 | Dec 2, 2019 (490 d) |
| Kirstin Lynn Hark | Tull Financial Group, Inc. independent RIA | Elan Wealth Management, L.L.C. independent RIA | RIA to RIA | Jul 9, 2018 | Dec 8, 2023 (1978 d) |
| Daniel Joseph Lattarulo | Tull Financial Group, Inc. other | Morgan Stanley wirehouse | Other | Oct 16, 2017 | Jul 26, 2017 |
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4 moves match.