DFX Intelligence
RIA Intelligence
Advisor moves
Departures from River Glen Wealth Counselors
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 |
|---|---|---|---|---|---|
| Matthew Dean Busick | River Glen Wealth Counselors independent RIA | Mercer Global Advisors Inc. independent RIA | RIA to RIA | Mar 21, 2024 | Jan 12, 2024 |
| Lauren Michelle Kaniuk | River Glen Wealth Counselors independent RIA | Mercer Global Advisors Inc. independent RIA | RIA to RIA | Mar 21, 2024 | Jan 16, 2024 |
| Cody Molacek | River Glen Wealth Counselors independent RIA | Northwestern Mutual Investment Services,LLC no RAUM | Other | Aug 17, 2023 | Mar 20, 2024 (216 d) |
Page 1 of 1
3 moves match.