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 Cross Financial Services Corporation
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 |
|---|---|---|---|---|---|
| Kirk Warren Francis | Cross Financial Services Corporation other | United Planners' Financial Services Of America A Limited Partner other | Other | Feb 7, 2019 | Apr 24, 2008 |
| Byron Daniel Clark | Cross Financial Services Corporation other | Financial Life Advisors other | Other | Nov 9, 2018 | Mar 2, 2017 |
| Michael Brian Mcintosh | Cross Financial Services Corporation other | Financial Life Advisors other | Other | Nov 9, 2018 | Mar 2, 2017 |
| Kimberly Ann Nourie | Cross Financial Services Corporation other | Commonwealth Financial Network national BD | Other | Jun 7, 2012 | May 31, 2012 |
| David Clay Rouse | Cross Financial Services Corporation other | Esi Financial Advisors other | Other | Aug 2, 2010 | Jul 30, 2010 |
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5 moves match.