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 Dickinson Investment 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
Ronny Eugene DickinsonDickinson Investment Advisors independent RIAWaverly Advisors, LLC independent RIARIA to RIAMar 20, 2025Jan 10, 2025
David Lee PiatkowskiDickinson Investment Advisors independent RIAWaverly Advisors, LLC independent RIARIA to RIAMar 20, 2025Jan 10, 2025
Paul Michael LarkinDickinson Investment Advisors independent RIAWaverly Advisors, LLC independent RIARIA to RIAMar 20, 2025Jan 10, 2025
Cody James ForbushDickinson Investment Advisors independent RIAGrimes & Company independent RIARIA to RIASep 8, 2022Sep 7, 2022
Page 1 of 1
4 moves match.