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 Arma Financial Services, 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 |
|---|---|---|---|---|---|
| Kirk Michael Tushaus | Arma Financial Services, Inc. other | Lasalle St. Investment Advisors, L.L.C. other | Other | Jun 23, 2014 | Mar 7, 2014 |
| Jon-Paul Holyoak | Arma Financial Services, Inc. other | Holyoak Wealth Management, LLC state registered | Other | Jun 12, 2014 | May 19, 2014 |
| Theodore Robert Meyer | Arma Financial Services, Inc. other | Dynamic other | Other | Apr 23, 2012 | Jun 27, 2012 (65 d) |
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3 moves match.