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 Housen Financial Group, 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 |
|---|---|---|---|---|---|
| Christopher Robert Housen | Housen Financial Group, Inc. other | Lincoln Investment other | Other | Jul 21, 2014 | Jun 1, 2012 |
| Paul Jude Conforti | Housen Financial Group, Inc. other | Lincoln Investment other | Other | Jul 21, 2014 | Jun 1, 2012 |
| Christopher Alan Lukas | Housen Financial Group, Inc. other | Cincinnati Analysts, Inc other | Other | Jul 21, 2014 | Dec 18, 2007 |
| Patrick Robert Housen | Housen Financial Group, Inc. other | Mariner Wealth Advisors other | Other | Jul 21, 2014 | Jul 22, 2014 |
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4 moves match.