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 Telarray, 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.

AdvisorFromToTypeLeftRegistered
Owen Alexander KeithTelarray, LLC independent RIACreative Planning independent RIARIA to RIAMar 9, 2023Mar 2, 2023
Michael Andrew ShaulTelarray, LLC independent RIACreative Planning independent RIARIA to RIAMar 9, 2023Mar 7, 2023
Robert Glenn DinglerTelarray, LLC independent RIACreative Planning independent RIARIA to RIAMar 9, 2023Mar 7, 2023
Eugene Marcus GardTelarray, LLC independent RIACreative Planning independent RIARIA to RIAMar 9, 2023May 9, 2023 (61 d)
Brandy Leann WagnerTelarray, LLC independent RIACreative Planning independent RIARIA to RIAMar 9, 2023Mar 2, 2023
Andrew Jayson KratzTelarray, LLC independent RIACreative Planning independent RIARIA to RIAMar 9, 2023Mar 2, 2023
Michael Cameron ShaulTelarray, LLC independent RIACreative Planning independent RIARIA to RIAMar 9, 2023Mar 7, 2023
Jamie H. BaccusTelarray, LLC independent RIACreative Planning independent RIARIA to RIAMar 9, 2023Jan 21, 2026 (1049 d)
Sahil SuryTelarray, LLC independent RIACreative Planning independent RIARIA to RIAMar 9, 2023Mar 7, 2023
Stuart Christian McgeheeTelarray, LLC otherPnw Asset Management state registeredOtherSep 24, 2014Nov 10, 2014 (47 d)
Kay Renneisen HughesTelarray, LLC otherDemoss Capital, Inc. unclassifiedOtherMar 23, 2010Jun 15, 2010 (84 d)
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11 moves match.