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 Roush Investments, 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 |
|---|---|---|---|---|---|
| Richard Allen Roush | Roush Investments, LLC other | Global Retirement Partners LLC institutional | Other | Dec 31, 2024 | Jan 10, 2024 |
| Andrew Charles Wheeler | Roush Investments, LLC other | Global Retirement Partners LLC institutional | Other | Dec 31, 2024 | Jan 9, 2024 |
| Geoffrey Allen Roush | Roush Investments, LLC other | Global Retirement Partners LLC institutional | Other | Dec 31, 2024 | Jan 9, 2024 |
| James Cameron | Roush Investments, LLC other | Scf Investment Advisors, Inc. BD affiliated | Other | Jul 23, 2018 | Mar 12, 2019 (232 d) |
| Brian Anthony Traverso | Roush Investments, LLC other | Bolt Wealth Management LLC state registered | Other | Apr 11, 2017 | Jun 13, 2017 (63 d) |
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5 moves match.