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 Fhn Financial Main Street Advisors, 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 |
|---|---|---|---|---|---|
| Richard Lee Phillips | Fhn Financial Main Street Advisors, LLC institutional | Meeder Public Funds, Inc. institutional | Other | Dec 22, 2023 | Dec 21, 2023 |
| Tonya L Dazzio | Fhn Financial Main Street Advisors, LLC institutional | Meeder Public Funds, Inc. institutional | Other | Dec 22, 2023 | Dec 21, 2023 |
| Riley James Littlefield | Fhn Financial Main Street Advisors, LLC institutional | Meeder Public Funds, Inc. institutional | Other | Dec 22, 2023 | Dec 21, 2023 |
| Gregory Dale Balls | Fhn Financial Main Street Advisors, LLC institutional | Meeder Public Funds, Inc. institutional | Other | Dec 15, 2023 | Dec 15, 2023 |
| Daniel Victor Rusk | Fhn Financial Main Street Advisors, LLC institutional | Moreton Asset Management, LLC other | Other | Jan 31, 2022 | Apr 11, 2022 (70 d) |
| Nicholas Strobelt | Fhn Financial Main Street Advisors, LLC other | Brookstone Wealth Advisors, LLC other | Other | May 5, 2014 | May 19, 2014 |
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6 moves match.