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 Nikulski Financial, Inc.
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 |
|---|---|---|---|---|---|
| Ryan David Bintz | Nikulski Financial, Inc. independent RIA | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | RIA to wirehouse | Jun 8, 2026 | Jul 30, 2026 (52 d) |
| Roy C Lines | Nikulski Financial, Inc. independent RIA | LPL Financial LLC BD affiliated | RIA to affiliated broker-dealer or bank | Aug 22, 2024 | Oct 4, 2024 (43 d) |
| Ryan P Jennings | Nikulski Financial, Inc. independent RIA | RBC Capital Markets, LLC national BD | RIA to affiliated broker-dealer or bank | Apr 5, 2021 | Mar 4, 2024 (1064 d) |
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3 moves match.