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 Benefit Financial Services 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.

AdvisorFromToTypeLeftRegistered
Thomas Stewart KyleBenefit Financial Services Group independent RIAEp Wealth Advisors independent RIARIA to RIAAug 10, 2023Oct 30, 2025 (812 d)
Crystal K ColbertBenefit Financial Services Group independent RIAFinancial Sense Advisors, Inc. independent RIARIA to RIAMay 20, 2022Jun 7, 2022
Scott William BlaneyBenefit Financial Services Group otherLPL Financial LLC otherOtherMar 11, 2013Jul 3, 2013 (114 d)
Nathaniel ChangBenefit Financial Services Group otherImperial Capital Asset Management LLC otherOtherOct 6, 2011Nov 3, 2014 (1124 d)
Catherine Constance ChristBenefit Financial Services Group otherNfp Advisor Services, LLC otherOtherJul 20, 2010Feb 3, 2012 (563 d)
Maribel Larios ThomasBenefit Financial Services Group otherFiduciary Experts LLC otherOtherMar 27, 2009Apr 8, 2008
Dennis Eugene PriestBenefit Financial Services Group otherOsaic Wealth, Inc. otherOtherMar 20, 2008Jul 11, 2008 (113 d)
Chris Randall FolgmannBenefit Financial Services Group otherFinancial Advisers Of America, LLC otherOtherMar 20, 2008Aug 14, 2009 (512 d)
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8 moves match.