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 Barr Financial Services, LLC
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 |
|---|---|---|---|---|---|
| Jeffrey Alan George | Barr Financial Services, LLC independent RIA | Tao Financial state registered | RIA to a state-registered adviser | Jun 17, 2020 | Oct 14, 2020 (119 d) |
| Michael Payne | Barr Financial Services, LLC independent RIA | Concourse Financial Group Advisors BD affiliated | RIA to affiliated broker-dealer or bank | Apr 23, 2018 | Apr 24, 2018 |
| Mark William Vroman | Barr Financial Services, LLC other | American Portfolios Advisors, Inc other | Other | Oct 19, 2015 | Oct 19, 2015 |
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3 moves match.