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 D.B. Root & Company, 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 |
|---|---|---|---|---|---|
| Paul Melvin Abendroth | D.B. Root & Company, LLC independent RIA | Venture Visionary Partners LLC independent RIA | RIA to RIA | Oct 5, 2020 | Oct 12, 2020 |
| Ryan Nicholas Borucki | D.B. Root & Company, LLC independent RIA | Venture Visionary Partners LLC independent RIA | RIA to RIA | Oct 5, 2020 | Oct 12, 2020 |
| David Warren Hoffmann | D.B. Root & Company, LLC independent RIA | H Financial Management independent RIA | RIA to RIA | May 13, 2019 | Apr 23, 2019 |
| Alexander John Papson | D.B. Root & Company, LLC independent RIA | Schneider Downs Wealth Management Advisors, LP independent RIA | RIA to RIA | May 13, 2019 | Apr 10, 2019 |
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4 moves match.