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 Robare & Jones Wealth Management
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 |
|---|---|---|---|---|---|
| Mark Lee Robare | Robare & Jones Wealth Management independent RIA | Osaic Advisory Services, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Feb 3, 2020 | Oct 15, 2019 |
| Jack Lewis Jones | Robare & Jones Wealth Management independent RIA | Osaic Advisory Services, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Feb 3, 2020 | Jan 14, 2020 |
| Stanley Edward Robare | Robare & Jones Wealth Management independent RIA | Osaic Advisory Services, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Feb 3, 2020 | Oct 15, 2019 |
| Brian Keith Jones | Robare & Jones Wealth Management independent RIA | Osaic Advisory Services, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Feb 3, 2020 | Oct 15, 2019 |
| Valerie Giles Roque | Robare & Jones Wealth Management independent RIA | Osaic Advisory Services, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Feb 3, 2020 | Oct 15, 2019 |
| Christopher Jordan Edwards | Robare & Jones Wealth Management other | Avier Wealth Advisors other | Other | Mar 11, 2016 | Mar 21, 2016 |
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6 moves match.