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 Source Financial 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Michelle Marie Smith | Source Financial Advisors, LLC independent RIA | Savant Wealth Management independent RIA | RIA to RIA | Dec 11, 2024 | Dec 10, 2024 |
| Patrick Shi-Fan Huang | Source Financial Advisors, LLC independent RIA | Hamilton Capital independent RIA | RIA to RIA | Feb 22, 2024 | Mar 18, 2024 |
| Gerson Robert Ossers | Source Financial Advisors, LLC independent RIA | Shufro, Rose & Co., LLC independent RIA | RIA to RIA | Aug 20, 2019 | Apr 9, 2020 (233 d) |
| Justin Anthony Reckers | Source Financial Advisors, LLC other | Advisory Services Network other | Other | Oct 6, 2015 | Oct 26, 2015 |
| Jonathan Michael Luskin | Source Financial Advisors, LLC other | Advanced Practice Advisors, LLC other | Other | Aug 12, 2015 | Jul 14, 2016 (337 d) |
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5 moves match.