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 Rubicon Financial Network
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 |
|---|---|---|---|---|---|
| Ross Charles Bonifield | Rubicon Financial Network state registered | Centaurus Financial, Inc. other | Other | Mar 9, 2005 | Mar 28, 2005 |
| Kevin Jay Aguas | Rubicon Financial Network state registered | Geneos Wealth Management, Inc. other | Other | Jan 31, 2005 | Feb 16, 2005 |
| Kurt Oelze | Rubicon Financial Network state registered | Kurt Oelze, LLC state registered | Other | Nov 16, 2004 | Jan 20, 2011 (2256 d) |
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3 moves match.