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 Kobo Retirement Strategies
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 |
|---|---|---|---|---|---|
| Cristopher Jon Borden | Kobo Retirement Strategies no RAUM | Ashton Thomas Private Wealth independent RIA | Other | Dec 31, 2021 | Aug 6, 2025 (1314 d) |
| Nathan Edwin Gierke | Kobo Retirement Strategies no RAUM | The Pacific Group independent RIA | Other | Apr 27, 2018 | Aug 14, 2020 (840 d) |
| Mark Shuster | Kobo Retirement Strategies no RAUM | Global Retirement Partners LLC institutional | Other | Jun 23, 2017 | Jun 23, 2026 (3287 d) |
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3 moves match.