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 Independence 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
Charles Philip BoinskeIndependence Advisors, LLC independent RIAModera Wealth Management, LLC independent RIARIA to RIAJan 4, 2021Jan 4, 2021
Elizabeth Lawrence GavinIndependence Advisors, LLC independent RIAModera Wealth Management, LLC independent RIARIA to RIAJan 4, 2021Jan 4, 2021
Mark Anthony RioboliIndependence Advisors, LLC independent RIAModera Wealth Management, LLC independent RIARIA to RIAJan 4, 2021Jan 4, 2021
Christina Mc CulloughIndependence Advisors, LLC independent RIAModera Wealth Management, LLC independent RIARIA to RIAJan 4, 2021Jan 4, 2021
Andrea FitzgeraldIndependence Advisors, LLC independent RIAModera Wealth Management, LLC independent RIARIA to RIAJan 4, 2021Jan 4, 2021
Leslie Ann YoungIndependence Advisors, LLC independent RIAModera Wealth Management, LLC independent RIARIA to RIAJan 4, 2021Jan 5, 2021
Patrick Dennis RunyenIndependence Advisors, LLC independent RIAModera Wealth Management, LLC independent RIARIA to RIAJan 4, 2021Jan 4, 2021
Patrick Dominic MelvinIndependence Advisors, LLC independent RIAModera Wealth Management, LLC independent RIARIA to RIAJan 4, 2021Jan 4, 2021
Stephen John HaneyIndependence Advisors, LLC independent RIAModera Wealth Management, LLC independent RIARIA to RIAJan 4, 2021Jan 4, 2021
Suzanne Reichl MalikIndependence Advisors, LLC independent RIAModera Wealth Management, LLC independent RIARIA to RIAJan 4, 2021Jan 4, 2021
Charles Richard KorgerIndependence Advisors, LLC otherCarson Choice Retirement Solutions, Inc. unclassifiedOtherOct 14, 2015Jan 12, 2016 (90 d)
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11 moves match.