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 Murray Wealth Management
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 |
|---|---|---|---|---|---|
| Brooks Eugene Stahlnecker | Murray Wealth Management independent RIA | Assuredpartners Investment Advisors independent RIA | RIA to RIA | Dec 15, 2022 | Apr 13, 2022 |
| Beverly Clare Bankus | Murray Wealth Management independent RIA | Assuredpartners Investment Advisors independent RIA | RIA to RIA | Dec 15, 2022 | Jan 5, 2023 |
| Russell N Harlan | Murray Wealth Management mixed wealth | Harlan Financial LLC state registered | RIA to a state-registered adviser | Jan 26, 2021 | Mar 18, 2021 (51 d) |
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3 moves match.