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 Merit 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 |
|---|---|---|---|---|---|
| Deborah Ann Grothe-Rodgers | Merit Advisors, Inc. state registered | Lodestar Asset Management LLC state registered | Other | Nov 19, 2020 | Jan 1, 2025 (1504 d) |
| Matthew Edward Spangler | Merit Advisors, Inc. state registered | Signal Research Group LLC state registered | Other | Dec 17, 2013 | Dec 12, 2013 |
| Timothy Robert Singleton | Merit Advisors, Inc. state registered | Rhodes Investment Advisors, Inc. independent RIA | Other | May 2, 2005 | Mar 29, 2004 |
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3 moves match.