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 Corbenic Partners, 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 |
|---|---|---|---|---|---|
| David George Givler | Corbenic Partners, LLC independent RIA | Mariner BD affiliated | RIA to affiliated broker-dealer or bank | Sep 1, 2022 | Jul 1, 2022 |
| William Kenneth Velekei | Corbenic Partners, LLC independent RIA | Mariner BD affiliated | RIA to affiliated broker-dealer or bank | Sep 1, 2022 | Jul 1, 2022 |
| Mark Borda | Corbenic Partners, LLC independent RIA | Mariner BD affiliated | RIA to affiliated broker-dealer or bank | Sep 1, 2022 | Jul 5, 2022 |
| Sean Gregory Linder | Corbenic Partners, LLC independent RIA | Prepared Retirement Institute LLC independent RIA | RIA to RIA | May 15, 2020 | Sep 4, 2020 (112 d) |
| Kathryn Marie Brown | Corbenic Partners, LLC independent RIA | Morton Brown Family Wealth LLC no RAUM | RIA to a newly registered adviser | Apr 30, 2018 | Apr 24, 2018 |
| Dennis Charles Morton | Corbenic Partners, LLC independent RIA | Morton Brown Family Wealth LLC no RAUM | RIA to a newly registered adviser | Apr 30, 2018 | Apr 25, 2018 |
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6 moves match.