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 Householder Group Financial 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
Scott HouseholderHouseholder Group Financial Advisors, LLC otherHouseholder Group Estate & Retirement Specialists no RAUMOtherDec 9, 2013Jan 6, 2014
Kirk Mitchell BalinHouseholder Group Financial Advisors, LLC otherHouseholder Group Estate & Retirement Specialists no RAUMOtherDec 9, 2013Dec 11, 2013
David Andrew HeatherHouseholder Group Financial Advisors, LLC otherHouseholder Group Estate & Retirement Specialists otherOtherDec 9, 2013Jan 28, 2014 (50 d)
Audrey Ivy PiersonHouseholder Group Financial Advisors, LLC otherHouseholder Group Estate & Retirement Specialists no RAUMOtherNov 27, 2013Nov 27, 2013
Judith Lohr MohrHouseholder Group Financial Advisors, LLC otherSecurities America Advisors, Inc. otherOtherNov 26, 2013Nov 13, 2013
Brian Keith DennisHouseholder Group Financial Advisors, LLC otherSsn Advisory, Inc. otherOtherNov 26, 2013Oct 18, 2013
Veronica Marie AaronHouseholder Group Financial Advisors, LLC otherHouseholder Group Estate & Retirement Specialists no RAUMOtherNov 26, 2013Nov 25, 2013
Diane Robin JohnsonHouseholder Group Financial Advisors, LLC otherSsn Advisory, Inc. otherOtherNov 26, 2013Oct 30, 2013
Scott David VinebergHouseholder Group Financial Advisors, LLC otherSsn Advisory, Inc. otherOtherNov 26, 2013Nov 5, 2013
Robert Andrew KoppHouseholder Group Financial Advisors, LLC otherHouseholder Group Estate & Retirement Specialists no RAUMOtherNov 20, 2013Nov 15, 2013
Robert Steven BehuninHouseholder Group Financial Advisors, LLC otherHouseholder Group Estate & Retirement Specialists no RAUMOtherNov 20, 2013Nov 19, 2013
Kathryn Ellen EmlingHouseholder Group Financial Advisors, LLC otherSsn Advisory, Inc. otherOtherNov 20, 2013Oct 17, 2013
Randolph Stephen MooreHouseholder Group Financial Advisors, LLC otherHouseholder Group Estate & Retirement Specialists no RAUMOtherNov 20, 2013Nov 19, 2013
Darlene Lynn ShipeHouseholder Group Financial Advisors, LLC otherHouseholder Group Estate & Retirement Specialists no RAUMOtherNov 20, 2013Nov 19, 2013
Tyra A MooreHouseholder Group Financial Advisors, LLC otherSsn Advisory, Inc. otherOtherNov 20, 2013Nov 29, 2013
Lori Marceil BaroneHouseholder Group Financial Advisors, LLC otherSsn Advisory, Inc. otherOtherNov 20, 2013Oct 28, 2013
Lynn Joseph BilodeauHouseholder Group Financial Advisors, LLC otherHouseholder Group Estate & Retirement Specialists no RAUMOtherNov 20, 2013Nov 19, 2013
Jerry Ernest ToddHouseholder Group Financial Advisors, LLC otherHouseholder Group Estate & Retirement Specialists no RAUMOtherNov 13, 2013Nov 8, 2013
David Lemoyne BarnesHouseholder Group Financial Advisors, LLC otherHouseholder Group Estate & Retirement Specialists no RAUMOtherOct 31, 2013Nov 6, 2013
Gerald Philip SheridanHouseholder Group Financial Advisors, LLC otherEmerald Blue Advisors state registeredOtherMay 6, 2013May 23, 2013
Stephanie Lynn BollesHouseholder Group Financial Advisors, LLC otherSecurities America Advisors, Inc. otherOtherJan 18, 2013Jan 22, 2013
Steven Craig ConnersHouseholder Group Financial Advisors, LLC otherMsi Financial Services, Inc. otherOtherJan 7, 2013Dec 7, 2012
Alexis SchumannHouseholder Group Financial Advisors, LLC otherSagepoint Financial, Inc. otherOtherAug 3, 2012Sep 4, 2012 (32 d)
Robert Scott BowermanHouseholder Group Financial Advisors, LLC otherTlwm Financial otherOtherApr 19, 2012Apr 8, 2016 (1450 d)
Michael Richard MazzellaHouseholder Group Financial Advisors, LLC otherSii Investments, Inc. otherOtherJan 20, 2012Feb 3, 2012
Larry Jefferson TolbertHouseholder Group Financial Advisors, LLC otherPrivate Client LLC otherOtherNov 18, 2011Nov 17, 2011
Jonathan Peter SowaHouseholder Group Financial Advisors, LLC otherPrivate Client LLC otherOtherNov 18, 2011Jan 12, 2012 (55 d)
Kevin Glen BairdHouseholder Group Financial Advisors, LLC otherUnited Planners' Financial Services Of America A Limited Partner otherOtherJul 29, 2011Jul 20, 2011
Edward Thomas MooreHouseholder Group Financial Advisors, LLC otherFirst Financial Advisors, LLC otherOtherNov 22, 2010Dec 6, 2010
Brent Robert BridenbackHouseholder Group Financial Advisors, LLC otherKey Investment Services LLC otherOtherMay 18, 2010May 18, 2010
Eva ValentineHouseholder Group Financial Advisors, LLC otherSsn Advisory, Inc. otherOtherJan 11, 2010Feb 2, 2010
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31 moves match.