DFX Intelligence

RIA Intelligence

Advisor moves

Departures from Acrylic 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.

AdvisorFromToTypeLeftRegistered
Michael W. ParkerAcrylic Financial, Inc. independent RIALasting Mark Retirement Group LLC state registeredRIA to a state-registered adviserJul 6, 2026Sep 8, 2026 (64 d)
Richard Brian WilliamsonAcrylic Financial, Inc. independent RIAFmsa independent RIARIA to RIAJun 11, 2026Jun 15, 2026
Alan Tin-Lo ChuAcrylic Financial, Inc. independent RIAGlobal View Capital Management LLC independent RIARIA to RIAApr 21, 2025Apr 28, 2025
Kevyn Kazuo YonesakiAcrylic Financial, Inc. independent RIAGlobal View Capital Management LLC independent RIARIA to RIAApr 1, 2025Mar 28, 2025
Marvin Phillip CaldwellAcrylic Financial, Inc. independent RIARubicon Financial Group, LLC state registeredRIA to a state-registered adviserSep 18, 2024Sep 17, 2026 (729 d)
Stuart Mathew HunsickerAcrylic Financial, Inc. independent RIAFirst Advisors National, LLC independent RIARIA to RIAOct 19, 2022Oct 10, 2022
Ryan MoserAcrylic Financial, Inc. independent RIAMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseRIA to wirehouseAug 31, 2022Jul 31, 2024 (700 d)
Hugo Enrique NeyraAcrylic Financial, Inc. independent RIAEmpower Advisory Group, LLC otherOtherSep 20, 2021Oct 28, 2021 (38 d)
Terrie MartinezAcrylic Financial, Inc. independent RIAEmpower Advisory Group, LLC otherOtherSep 9, 2021Nov 12, 2021 (64 d)
Michael Antone BushAcrylic Financial, Inc. independent RIAMichael Bush Financial Services state registeredRIA to a state-registered adviserJan 19, 2021Jul 1, 2021 (163 d)
Alvin D ParraAcrylic Financial, Inc. independent RIASkowrup C E & Co otherOtherMar 25, 2020Sep 8, 2026 (2358 d)
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11 moves match.