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 Skyline Financial Northwest
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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Jonas Benjamin Merrill | Skyline Financial Northwest independent RIA | Pathlight Financial Planning LLC state registered | RIA to a state-registered adviser | Sep 13, 2023 | Oct 6, 2023 |
| Scott Mitchell Frey | Skyline Financial Northwest independent RIA | Planful Finance LLC state registered | RIA to a state-registered adviser | Jan 3, 2023 | Sep 15, 2022 |
| Scott Michael Emblen | Skyline Financial Northwest independent RIA | Independent Progressive Advisors, LLC independent RIA | RIA to RIA | May 14, 2018 | Feb 22, 2018 |
| Terence Anthony Donahe | Skyline Financial Northwest independent RIA | Springwater Wealth Management, LLC other | Other | Jul 31, 2012 | Jun 4, 2013 (308 d) |
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4 moves match.