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 Yeske Buie Inc.

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
Rachel Sung-Hee ShinYeske Buie Inc. independent RIABrio Financial Group independent RIARIA to RIASep 22, 2023Sep 27, 2023
James Cole DelucasYeske Buie Inc. independent RIAHemington Wealth Management independent RIARIA to RIAFeb 16, 2023Mar 28, 2023 (40 d)
Ryan KlemmYeske Buie Inc. independent RIACompound Advisers, Inc. independent RIARIA to RIAMar 29, 2021Apr 8, 2021
Daniel Curtis TrippYeske Buie Inc. independent RIAThirty Mile Financial unclassifiedOtherAug 1, 2019Oct 18, 2019 (78 d)
Camille Joanne BouvetYeske Buie Inc. otherNewfront Retirement Services, Inc. no RAUMOtherSep 29, 2017Feb 6, 2018 (130 d)
Russell Garrison KroegerYeske Buie Inc. otherParadigm Wealth unclassifiedOtherMar 13, 2017Apr 24, 2017 (42 d)
Jennifer Anne LitsasYeske Buie Inc. otherMoneta Group Investment Advisors, LLC independent RIAOtherSep 12, 2016Apr 26, 2020 (1322 d)
Kaitlin YardleyYeske Buie Inc. otherSchaeffer Financial LLC otherOtherMar 12, 2012Jan 12, 2015 (1036 d)
Elizabeth Mcmanus RemickYeske Buie Inc. otherIthaka Financial Planning, LLC state registeredOtherDec 18, 2009Jun 24, 2010 (188 d)
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9 moves match.