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 Couch Hallum Financial Group
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 |
|---|---|---|---|---|---|
| Barton Lake Couch | Couch Hallum Financial Group other | Per Stirling Capital Management, LLC other | Other | Mar 31, 2017 | Jan 5, 2017 |
| Richard Leon Hallum | Couch Hallum Financial Group other | Per Stirling Capital Management, LLC other | Other | Mar 31, 2017 | Jan 5, 2017 |
| Matthew James Anderson | Couch Hallum Financial Group other | Per Stirling Capital Management, LLC other | Other | Mar 31, 2017 | Jan 18, 2017 |
| Amber Jean Bell | Couch Hallum Financial Group other | Per Stirling Capital Management, LLC other | Other | Mar 31, 2017 | Jan 5, 2017 |
| Amber Jean Bell | Couch Hallum Financial Group other | Nfp Advisor Services, LLC other | Other | Dec 31, 2012 | Feb 7, 2013 (38 d) |
| Shelley Don Hatley | Couch Hallum Financial Group other | Ameriprise Financial Services, LLC national BD | Other | Nov 11, 2010 | Dec 1, 2011 (385 d) |
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6 moves match.