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 S.C. Financial 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 |
|---|---|---|---|---|---|
| Sharlee Lorene Cretors | S.C. Financial Services, Inc. independent RIA | Tiger Eye Financial LLC unclassified | Other | Mar 15, 2023 | Jun 18, 2012 |
| Tiffany Elaine Riedel | S.C. Financial Services, Inc. independent RIA | Avior Wealth Management, LLC independent RIA | RIA to RIA | Mar 15, 2023 | Jul 19, 2023 (126 d) |
| Kurt Cretors | S.C. Financial Services, Inc. independent RIA | Tiger Eye Financial LLC unclassified | Other | Mar 15, 2023 | Jun 18, 2012 |
| Sharlee Lorene Cretors | S.C. Financial Services, Inc. independent RIA | Rowland Carmichael Advisors Inc other | Other | Jul 13, 2004 | Jun 17, 2003 |
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4 moves match.