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 Able & Strong Advisors, 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 |
|---|---|---|---|---|---|
| Clint Jensen Biesinger | Able & Strong Advisors, Inc. state registered | Roundtable Funding LLC state registered | Other | Sep 22, 2021 | Nov 23, 2021 (62 d) |
| Joshua Grant Flint | Able & Strong Advisors, Inc. state registered | Edward Jones national BD | Other | May 25, 2020 | Sep 20, 2019 |
Page 1 of 1
2 moves match.