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 Royal Advisors, 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
Christopher Allen OistenRoyal Advisors, LLC otherSignator Investors, Inc. otherOtherDec 31, 2016Jul 7, 2017 (188 d)
Michael Jon NagelvoortRoyal Advisors, LLC otherSignator Investors, Inc. otherOtherDec 31, 2016Jul 7, 2017 (188 d)
David Gordon MoelkerRoyal Advisors, LLC otherSignator Investors, Inc. otherOtherDec 31, 2016Jul 7, 2017 (188 d)
Aaron Michael OudbierRoyal Advisors, LLC otherSignator Investors, Inc. otherOtherDec 31, 2016Jul 7, 2017 (188 d)
Jacob I TuinstraRoyal Advisors, LLC otherSignator Investors, Inc. otherOtherDec 31, 2016Jul 7, 2017 (188 d)
Phillip A VeenstraRoyal Advisors, LLC otherSignator Investors, Inc. otherOtherDec 31, 2016Jul 7, 2017 (188 d)
Larry AndreanoRoyal Advisors, LLC otherL.M. Kohn & Company otherOtherDec 31, 2016Apr 21, 2017 (111 d)
Daniel Wayne KalsbeekRoyal Advisors, LLC otherSignator Investors, Inc. otherOtherDec 31, 2016Jul 7, 2017 (188 d)
Marvin Louis AndringaRoyal Advisors, LLC otherSignator Investors, Inc. otherOtherDec 31, 2016Jul 7, 2017 (188 d)
Stephen Claude CarterRoyal Advisors, LLC otherSignator Investors, Inc. otherOtherDec 31, 2016Jul 7, 2017 (188 d)
William Calvin KapteynRoyal Advisors, LLC otherRaymond James Financial Services Advisors, Inc otherOtherOct 8, 2015Oct 5, 2015
Jason E WagenmakerRoyal Advisors, LLC otherRaymond James Financial Services Advisors, Inc otherOtherOct 8, 2015Oct 5, 2015
Chad Eric WightRoyal Advisors, LLC otherRaymond James Financial Services Advisors, Inc otherOtherOct 8, 2015Oct 5, 2015
Gina Maria BosettiRoyal Advisors, LLC otherMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOtherApr 27, 2015May 21, 2015
Edward George DegalanRoyal Advisors, LLC otherMmi Asset Management Services, LLC state registeredOtherApr 1, 2015Jun 10, 2015 (70 d)
Vanessa Trinh LyRoyal Advisors, LLC otherLegacy Planning & Associates, Inc. independent RIAOtherJan 5, 2015Jan 14, 2015
Robert Jerry BoerkoelRoyal Advisors, LLC otherCentennial Securities Company Inc otherOtherJun 25, 2014Jul 1, 2014
Deborah Lee VanderjagtRoyal Advisors, LLC otherCambridge Investment Research Advisors, Inc. otherOtherOct 16, 2013Oct 17, 2013
Mark Brennan KellyRoyal Advisors, LLC otherL.M. Kohn & Company otherOtherJun 17, 2013Jul 1, 2013
James Allen RossetRoyal Advisors, LLC otherEssex National Securities, Inc. otherOtherApr 30, 2013Sep 22, 2014 (510 d)
Angela Louise BarbashRoyal Advisors, LLC otherRevalue LLC independent RIAOtherFeb 2, 2012May 30, 2013 (483 d)
Richard Ronald JensenRoyal Advisors, LLC otherVoya Financial Advisors, Inc. otherOtherJun 2, 2010Jun 18, 2010
Bradley W. RainesRoyal Advisors, LLC otherVoya Financial Advisors, Inc. otherOtherJun 2, 2010Jun 8, 2010
David Allen SimsRoyal Advisors, LLC otherStrongtower Financial, Inc. unclassifiedOtherApr 26, 2010Jun 23, 2010 (58 d)
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24 moves match.