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 Storey & Associates
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 |
|---|---|---|---|---|---|
| Kevin J Krakora | Storey & Associates independent RIA | Mai Capital Management, LLC independent RIA | RIA to RIA | Oct 19, 2021 | Oct 26, 2021 |
| Gage Cobey Paul | Storey & Associates independent RIA | Southland Equity Partners, LLC. independent RIA | RIA to RIA | Dec 4, 2019 | Jun 1, 2020 (180 d) |
| Ryan M Bayonnet | Storey & Associates other | Hyland Wealth Management LLC state registered | Other | Apr 18, 2017 | Apr 28, 2017 |
| Justin Gregory Rush | Storey & Associates other | Jgr Financial Solutions state registered | Other | Jun 1, 2015 | May 27, 2015 |
| Scott S Haley | Storey & Associates other | Northwestern Mutual Investment Services,LLC other | Other | Jun 1, 2015 | Sep 15, 2015 (106 d) |
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5 moves match.