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 Barrington Strategic Wealth Management 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Lauren Michelle Genuardi | Barrington Strategic Wealth Management Group LLC other | Telemus Capital, LLC other | Other | Nov 16, 2017 | Nov 16, 2017 |
| Matthew John Mueller | Barrington Strategic Wealth Management Group LLC other | Telemus Capital, LLC other | Other | Nov 16, 2017 | Nov 16, 2017 |
| Luke M Schillo | Barrington Strategic Wealth Management Group LLC other | Telemus Capital, LLC other | Other | Nov 15, 2017 | Nov 15, 2017 |
| Daniel Richard Zawidowski | Barrington Strategic Wealth Management Group LLC other | Broadview Financial Management, LLC other | Other | Apr 18, 2016 | Apr 12, 2016 |
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4 moves match.