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 Fbl Wealth Management, 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 |
|---|---|---|---|---|---|
| Jeffery W. Leathers | Fbl Wealth Management, LLC no RAUM | Ae Wealth Management, LLC independent RIA | Other | Feb 21, 2020 | Jul 16, 2020 (146 d) |
| Jason Meksch | Fbl Wealth Management, LLC no RAUM | Allstate Financial Advisors, LLC BD affiliated | Other | Feb 7, 2020 | May 5, 2020 (88 d) |
| David Andrew Wilson | Fbl Wealth Management, LLC no RAUM | Edward Jones national BD | Other | Jan 21, 2020 | Jan 17, 2020 |
| Kimberly Ann Hamlin | Fbl Wealth Management, LLC no RAUM | J. W. Cole Advisors, Inc. BD affiliated | Other | Dec 31, 2019 | Jan 13, 2020 |
| Thomas Parkin | Fbl Wealth Management, LLC no RAUM | Wells Fargo Advisors wirehouse | Other | Sep 20, 2019 | Aug 24, 2021 (704 d) |
| Kara Eileen O'Connor | Fbl Wealth Management, LLC no RAUM | Edward Jones national BD | Other | Jun 13, 2019 | Jun 18, 2019 |
| Joseph Marrs | Fbl Wealth Management, LLC no RAUM | Alight Financial Advisors, LLC independent RIA | Other | Jun 5, 2019 | Jun 20, 2019 |
| John Cody Saulpaw | Fbl Wealth Management, LLC no RAUM | Allstate Financial Advisors, LLC BD affiliated | Other | May 9, 2019 | May 31, 2019 |
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68 moves match.