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 Timescale 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 |
|---|---|---|---|---|---|
| Sean Patrick Gibbons | Timescale Financial, Inc. independent RIA | Onedigital institutional | Other | Dec 31, 2023 | Jul 12, 2022 |
| Camay Kwong Pascucci | Timescale Financial, Inc. independent RIA | Onedigital institutional | Other | Dec 31, 2023 | Jul 12, 2022 |
| Katelynn Julie Kendall | Timescale Financial, Inc. independent RIA | Onedigital institutional | Other | Dec 31, 2023 | Jul 21, 2022 |
| Douglas Tilghman Wilson | Timescale Financial, Inc. independent RIA | Onedigital institutional | Other | Dec 31, 2023 | Jul 12, 2022 |
| Mark Patrick Sullivan | Timescale Financial, Inc. independent RIA | Onedigital institutional | Other | Dec 31, 2023 | Jul 12, 2022 |
| Joseph S Yoon | Timescale Financial, Inc. independent RIA | Onedigital institutional | Other | Jul 25, 2023 | Aug 7, 2023 |
| Neil Joseph Tremblay | Timescale Financial, Inc. independent RIA | Onedigital institutional | Other | Apr 5, 2023 | Jul 21, 2022 |
| Lisa London Wolf | Timescale Financial, Inc. independent RIA | Ameriprise Financial Services, LLC national BD | RIA to affiliated broker-dealer or bank | Nov 21, 2019 | Jan 4, 2023 (1140 d) |
| Allison Dagostino | Timescale Financial, Inc. independent RIA | Commonwealth Financial Network national BD | RIA to affiliated broker-dealer or bank | Apr 30, 2019 | May 29, 2019 |
| Kimberly A. Quinn | Timescale Financial, Inc. other | LPL Financial LLC other | Other | Jul 21, 2016 | Sep 12, 2016 (53 d) |
| James J Beville | Timescale Financial, Inc. other | Main Street Financial Solutions, LLC other | Other | Feb 1, 2016 | Jan 20, 2016 |
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11 moves match.