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 Rnp Advisory Services, 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.

AdvisorFromToTypeLeftRegistered
Daniel Jeffrey MayRnp Advisory Services, Inc. independent RIABuckingham Strategic Wealth, LLC independent RIARIA to RIAJul 1, 2020Jul 1, 2020
Daniel Thomas NewquistRnp Advisory Services, Inc. independent RIABuckingham Strategic Wealth, LLC independent RIARIA to RIAJul 1, 2020Jul 1, 2020
Tracy Lee NewquistRnp Advisory Services, Inc. independent RIABuckingham Strategic Wealth, LLC independent RIARIA to RIAJul 1, 2020Jul 1, 2020
Matthew ReinhardtRnp Advisory Services, Inc. independent RIABuckingham Strategic Wealth, LLC independent RIARIA to RIAJul 1, 2020Jul 1, 2020
Brenda Leigh FriederichRnp Advisory Services, Inc. independent RIAMariner Advisor Network independent RIARIA to RIAMay 28, 2020May 28, 2020
Lee Michael MurphyRnp Advisory Services, Inc. independent RIASecurities America Advisors, Inc. BD affiliatedRIA to affiliated broker-dealer or bankApr 7, 2020Mar 25, 2020
Glen Jared DavenportRnp Advisory Services, Inc. otherDavenport Wealth Advisors state registeredOtherJan 6, 2016Jan 1, 2026 (3648 d)
Erich Karl ReinhardtRnp Advisory Services, Inc. otherLwi Financial Inc. otherOtherApr 22, 2013Dec 8, 2009
Myron Hollon AshbyRnp Advisory Services, Inc. otherHighway Financial Networks otherOtherDec 31, 2005Dec 23, 2010 (1818 d)
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9 moves match.