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 Byron Financial, 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
William Mccomas ByronByron Financial, LLC independent RIACorient independent RIARIA to RIAAug 27, 2024Aug 7, 2024
Joshua Scott MayorByron Financial, LLC independent RIACorient independent RIARIA to RIAAug 27, 2024Aug 7, 2024
Kollin SchrenkByron Financial, LLC independent RIAPathstone independent RIARIA to RIAMar 1, 2024Jun 3, 2024 (94 d)
Michael Patrick KeenByron Financial, LLC independent RIAMariner BD affiliatedRIA to affiliated broker-dealer or bankOct 23, 2023Nov 1, 2023
Matthew Alan BatsonByron Financial, LLC independent RIAFisher Investments independent RIARIA to RIAMay 18, 2021Oct 15, 2021 (150 d)
Philip Rees BrodyByron Financial, LLC otherCwa Asset Management Group otherOtherApr 1, 2014Apr 2, 2014
Page 1 of 1
6 moves match.