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 Ryan Financial Inc.
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 |
|---|---|---|---|---|---|
| Robert Anthony Ryan | Ryan Financial Inc. independent RIA | Wealth Enhancement Advisory Services, LLC independent RIA | RIA to RIA | Jul 10, 2023 | Jul 5, 2023 |
| Erik Anderson | Ryan Financial Inc. independent RIA | Wealth Enhancement Advisory Services, LLC independent RIA | RIA to RIA | Jul 10, 2023 | Jul 5, 2023 |
| Ryan P Molloy | Ryan Financial Inc. independent RIA | LPL Financial LLC BD affiliated | RIA to affiliated broker-dealer or bank | Feb 1, 2022 | Feb 4, 2022 |
| Evan Bernard Carabello | Ryan Financial Inc. independent RIA | Raymond James Financial Services Advisors, Inc BD affiliated | RIA to affiliated broker-dealer or bank | Apr 5, 2019 | Apr 11, 2019 |
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4 moves match.