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 Fleishel Financial Associates, Inc.
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 |
|---|---|---|---|---|---|
| Kevin Charles Delvalle | Fleishel Financial Associates, Inc. other | Cetera Investment Advisers LLC BD affiliated | Other | Nov 1, 2022 | Dec 5, 2022 (34 d) |
| Pamela D Grey | Fleishel Financial Associates, Inc. other | Edward Jones national BD | Other | Apr 7, 2022 | Feb 3, 2026 (1398 d) |
| Matthew Aldrich Stange | Fleishel Financial Associates, Inc. other | Raymond James Financial Services Advisors, Inc BD affiliated | Other | May 18, 2021 | Sep 13, 2018 |
| James Stephen Gunter | Fleishel Financial Associates, Inc. other | Bridgeworth Wealth Management other | Other | Dec 23, 2016 | Jan 25, 2017 (33 d) |
| Jeffrey Scott Spencer | Fleishel Financial Associates, Inc. other | Suntrust Investment Services, Inc. other | Other | Jul 23, 2004 | Jul 28, 2004 |
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5 moves match.