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 Burrus
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 |
|---|---|---|---|---|---|
| Charles William Reimers | Burrus independent RIA | Avantax Planning Partners, Inc. BD affiliated | RIA to affiliated broker-dealer or bank | Aug 16, 2024 | Dec 6, 2024 (112 d) |
| Ryan William Emerson | Burrus other | Personal Capital Advisors Corporation other | Other | Nov 10, 2014 | Dec 3, 2014 |
| Timothy Robert Randak | Burrus other | Arkell Asset Management, LLC state registered | Other | Oct 20, 2011 | Nov 29, 2011 (40 d) |
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3 moves match.