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 Brs Financial 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 Ronald Jensen | Brs Financial LLC independent RIA | Sollinda Capital Management LLC mixed wealth | RIA to RIA | Dec 5, 2024 | Dec 4, 2024 |
| Gordon Richard Jensen | Brs Financial LLC independent RIA | Sollinda Capital Management LLC mixed wealth | RIA to RIA | Dec 5, 2024 | Nov 18, 2024 |
| Matthew David Haas | Brs Financial LLC independent RIA | Sowell Management independent RIA | RIA to RIA | Dec 5, 2024 | Oct 29, 2024 |
| David Allen Sims | Brs Financial LLC independent RIA | Eversource Wealth Advisors, LLC independent RIA | RIA to RIA | Nov 25, 2024 | Nov 13, 2024 |
| William Cole Somers | Brs Financial LLC independent RIA | Eversource Wealth Advisors, LLC independent RIA | RIA to RIA | Nov 25, 2024 | Nov 13, 2024 |
| Micah John Wakefield | Brs Financial LLC independent RIA | Truehaven Capital no RAUM | RIA to a newly registered adviser | Sep 13, 2024 | Jul 19, 2024 |
| Martin Austin Northern | Brs Financial LLC independent RIA | Sowell Management independent RIA | RIA to RIA | Aug 19, 2024 | Aug 20, 2024 |
| Bradley W. Raines | Brs Financial LLC independent RIA | Applied Capital LLC independent RIA | RIA to RIA | Dec 31, 2012 | Jan 4, 2013 |
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8 moves match.