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 R & R Retirement Services, 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 |
|---|---|---|---|---|---|
| Kassondra Jayne Dykema | R & R Retirement Services, Inc state registered | Family Retirement LLC state registered | Other | Nov 1, 2017 | Jan 3, 2018 (63 d) |
| Kate Mcchesney Donnelly | R & R Retirement Services, Inc state registered | Lnw other | Other | Apr 11, 2003 | Jan 9, 2009 (2100 d) |
| Collette Susan Mitchell | R & R Retirement Services, Inc state registered | Olson Investment Advisors, LLC other | Other | Oct 11, 2002 | Feb 23, 2005 (866 d) |
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3 moves match.