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 Republic Wealth Advisors

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
Frederick Michael HanishRepublic Wealth Advisors independent RIAMercer Global Advisors Inc. independent RIARIA to RIAMar 18, 2020Mar 18, 2020
David Hersh LevyRepublic Wealth Advisors independent RIAMercer Global Advisors Inc. independent RIARIA to RIAMar 18, 2020May 6, 2020 (49 d)
Cody Dalton DravesRepublic Wealth Advisors independent RIAEdelman Financial Engines independent RIARIA to RIANov 16, 2018Apr 11, 2019 (146 d)
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3 moves match.