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 Reap Financial Group, 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
Alaina MattixReap Financial Group, LLC independent RIAWealth Enhancement Advisory Services, LLC BD affiliatedRIA to affiliated broker-dealer or bankAug 10, 2021Mar 31, 2022 (233 d)
Michael Duane ReeseReap Financial Group, LLC independent RIACentennial Advisors, LLC independent RIARIA to RIAApr 16, 2014Mar 29, 2018 (1443 d)
Garry Edward CollinsReap Financial Group, LLC independent RIABrookstone Capital Management LLC otherOtherMar 1, 2013Jan 16, 2014 (321 d)
Phillis Sax PilvinisReap Financial Group, LLC independent RIAPsp Financial Services LLC unclassifiedOtherSep 23, 2011Apr 18, 2011
Charles RagoneseReap Financial Group, LLC independent RIAPsp Financial Services LLC unclassifiedOtherSep 14, 2011Jul 14, 2011
Barbara Louise WalkerReap Financial Group, LLC independent RIAPsp Financial Services LLC unclassifiedOtherSep 14, 2011Jul 14, 2011
Suzette Marie PorterReap Financial Group, LLC independent RIAPsp Financial Services LLC unclassifiedOtherSep 14, 2011Aug 31, 2011
Kathleen Anne NolanReap Financial Group, LLC independent RIAIntegrity Alliance, LLC otherOtherAug 26, 2011Jul 27, 2011
Roy Lee Thrower, Jr.Reap Financial Group, LLC independent RIAGlobal Financial Private Capital, Inc. otherOtherApr 14, 2010Apr 9, 2010
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9 moves match.