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 Directed Services 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.

AdvisorFromToTypeLeftRegistered
William Leo LoweDirected Services LLC otherSpc otherOtherJan 18, 2011Dec 11, 2012 (693 d)
Kerry CahillDirected Services LLC otherSpc otherOtherDec 31, 2010Dec 3, 2012 (703 d)
Charlie Leonard GippleDirected Services LLC otherVoya Financial Advisors, Inc. otherOtherDec 31, 2010Jan 6, 2011
Allan OehrleinDirected Services LLC otherNfp Advisor Services, LLC otherOtherDec 31, 2010Mar 29, 2011 (88 d)
Andrew Michael ReindersDirected Services LLC otherVoya Financial Advisors, Inc. otherOtherDec 31, 2010Feb 8, 2017 (2231 d)
Gregory John BonzagniDirected Services LLC otherPrincipal Asset Management otherOtherDec 15, 2010Jun 14, 2011 (181 d)
Jason Grant BuckDirected Services LLC otherEagle Strategies LLC otherOtherDec 9, 2010Feb 9, 2011 (62 d)
Amanda R. LansdellDirected Services LLC otherFidelity Personal And Workplace Advisors BD affiliatedOtherDec 1, 2010Nov 10, 2021 (3997 d)
Neil Lawrence DunhamDirected Services LLC otherAnnex Wealth Management, LLC otherOtherDec 1, 2010Jan 16, 2014 (1142 d)
Gregory Louis SchorpDirected Services LLC otherBlackridge Asset Management, LLC BD affiliatedOtherDec 1, 2010Oct 11, 2023 (4697 d)
John HenselerDirected Services LLC otherSpc otherOtherDec 1, 2010Nov 30, 2012 (730 d)
Donald John BellefyDirected Services LLC otherSpc otherOtherDec 1, 2010Nov 29, 2012 (729 d)
Warren KimDirected Services LLC otherVoya Investment Management Co. LLC otherOtherDec 1, 2010Mar 15, 2011 (104 d)
Matthew ShriberDirected Services LLC otherEnvestnet Portfolio Solutions, Inc. otherOtherDec 1, 2010Oct 4, 2011 (307 d)
Timothy James WilliamsDirected Services LLC otherSpc otherOtherDec 1, 2010Nov 28, 2012 (728 d)
Cy Octavian AlemanDirected Services LLC otherWbi Investments, LLC otherOtherDec 1, 2010Jan 28, 2011 (58 d)
Mary Macintosh HarrisDirected Services LLC otherPnc Managed Account Solutions, Inc. otherOtherDec 1, 2010Jul 19, 2013 (961 d)
John Robert OrwigDirected Services LLC otherLord, Abbett & Co. LLC otherOtherDec 1, 2010Jan 25, 2011 (55 d)
Steven Joseph DeaconDirected Services LLC otherVoya Financial Partners, LLC otherOtherDec 1, 2010Jul 12, 2010
Mark Louis GlassDirected Services LLC otherVoya Financial Advisors, Inc. otherOtherDec 1, 2010Feb 1, 2016 (1888 d)
Robert GroschDirected Services LLC otherHornor, Townsend & Kent, LLC otherOtherNov 30, 2010Nov 16, 2012 (717 d)
David Ashley IobstDirected Services LLC otherLifemark Securities Corp. otherOtherNov 30, 2010Jan 4, 2017 (2227 d)
Eric William RhoadsDirected Services LLC otherPnc Wealth Management otherOtherNov 30, 2010Feb 24, 2017 (2278 d)
Michael Jeffrey ConnorDirected Services LLC otherTransamerica Financial Advisors, LLC otherOtherNov 30, 2010Feb 16, 2011 (78 d)
Derrick Richard StancickDirected Services LLC otherHartford Funds otherOtherNov 30, 2010Apr 9, 2014 (1226 d)
Andrew Paul WoodDirected Services LLC otherCorecap Advisors BD affiliatedOtherNov 30, 2010Nov 16, 2018 (2908 d)
Patrick John CarrollDirected Services LLC otherHartford Funds otherOtherNov 30, 2010Apr 9, 2014 (1226 d)
John Michael HansonDirected Services LLC otherPnc Managed Account Solutions, Inc. otherOtherSep 20, 2010Oct 28, 2010 (38 d)
Sarah Lynn KothDirected Services LLC otherVoya Financial Advisors, Inc. otherOtherSep 1, 2010Feb 14, 2011 (166 d)
Michael Anthony BerryDirected Services LLC otherVoya Financial Advisors, Inc. otherOtherSep 1, 2010Aug 31, 2010
Benjamin Charles SteeleDirected Services LLC otherVoya Financial Advisors, Inc. otherOtherSep 1, 2010Aug 31, 2010
Walter Wright EdlerDirected Services LLC otherAmundi Pioneer Institutional Asset Management, Inc. otherOtherAug 31, 2010Jan 17, 2012 (504 d)
Devin Larry ReimerDirected Services LLC otherEquitable Advisors, LLC national BDOtherAug 2, 2010Oct 15, 2010 (74 d)
Stephen Paul UzonyiDirected Services LLC otherAmundi Pioneer Institutional Asset Management, Inc. otherOtherMay 6, 2010Aug 11, 2011 (462 d)
Jessica Elizabeth KienleDirected Services LLC otherSei Investments Management Corp otherOtherMay 6, 2010Feb 15, 2011 (285 d)
Brendt Edward BeckerDirected Services LLC otherAmeriprise Financial Services, LLC national BDOtherMay 3, 2010Nov 18, 2016 (2391 d)
Colin Theodore BarberDirected Services LLC otherAst Investment Services, Inc. otherOtherApr 29, 2010May 10, 2010
Ryan Lloyd HendersonDirected Services LLC otherChase Investment Services Corp. otherOtherFeb 1, 2010Mar 16, 2010 (43 d)
Brian Christian LangDirected Services LLC otherNuveen Asset Management, LLC mixed wealthOtherDec 14, 2009Aug 25, 2025 (5733 d)
Charles Martin CrouchDirected Services LLC otherWells Fargo Advisors wirehouseOtherNov 13, 2009Mar 3, 2010 (110 d)
Julie Lynn LesickiDirected Services LLC otherForesters Equity Services, Inc. otherOtherNov 5, 2009Oct 21, 2011 (715 d)
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41 moves match.