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 Rts Private 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 |
|---|---|---|---|---|---|
| David Stanley Robinson, Jr. | Rts Private Wealth Management independent RIA | Mariner BD affiliated | RIA to affiliated broker-dealer or bank | Jan 6, 2022 | Feb 7, 2022 (32 d) |
| Keith Michael Tigue | Rts Private Wealth Management independent RIA | Mariner BD affiliated | RIA to affiliated broker-dealer or bank | Jan 6, 2022 | Dec 14, 2021 |
| Harold Michael Hirte | Rts Private Wealth Management other | Mra Associates other | Other | Feb 8, 2017 | Mar 27, 2017 (47 d) |
| Eric David Matthews | Rts Private Wealth Management other | Lourdmurray other | Other | Feb 23, 2015 | Mar 4, 2015 |
| Russell Allen Biehl | Rts Private Wealth Management other | Classic Investment Management, LLC unclassified | Other | Jan 10, 2008 | Dec 12, 2007 |
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5 moves match.