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 Financial Telesis, 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.

Advisor	From	To	Type	Left	Registered
Cosmo Charles Gould	Financial Telesis, Inc. other	Global Retirement Partners LLC no RAUM	Other	Mar 13, 2015	Sep 16, 2014
Alexander William Hargrave	Financial Telesis, Inc. other	Global Retirement Partners LLC no RAUM	Other	Dec 24, 2014	Sep 16, 2014
William Christopher Hawkins	Financial Telesis, Inc. other	Global Retirement Partners LLC no RAUM	Other	Dec 24, 2014	Sep 17, 2014
Patterson James Mckinlay	Financial Telesis, Inc. other	Global Retirement Partners LLC no RAUM	Other	Dec 24, 2014	Oct 28, 2014
Stephen L. Dobrow	Financial Telesis, Inc. other	Global Retirement Partners LLC no RAUM	Other	Dec 24, 2014	Sep 23, 2014
Barton Joseph Kershner	Financial Telesis, Inc. other	Global Retirement Partners LLC no RAUM	Other	Dec 24, 2014	Sep 17, 2014
James Henry Perry	Financial Telesis, Inc. other	Global Retirement Partners LLC no RAUM	Other	Dec 10, 2014	Sep 18, 2014
Virginia Krieger Sutton	Financial Telesis, Inc. other	Global Retirement Partners LLC no RAUM	Other	Dec 3, 2014	Sep 17, 2014
Robert Joseph Basil Kotler	Financial Telesis, Inc. other	Global Retirement Partners LLC no RAUM	Other	Dec 3, 2014	Sep 23, 2014
Steven Patrick Maher	Financial Telesis, Inc. other	Global Retirement Partners LLC no RAUM	Other	Dec 3, 2014	Sep 23, 2014
Robert Bryan Burkhart	Financial Telesis, Inc. other	Global Retirement Partners LLC no RAUM	Other	Dec 2, 2014	Oct 10, 2014
Christian Michael Bretz	Financial Telesis, Inc. other	Newfront Retirement Services, Inc. no RAUM	Other	Dec 1, 2014	Dec 3, 2014
Christopher James Call	Financial Telesis, Inc. other	Newfront Retirement Services, Inc. no RAUM	Other	Dec 1, 2014	Dec 3, 2014
Melissa Jean Eugenio	Financial Telesis, Inc. other	Newfront Retirement Services, Inc. no RAUM	Other	Dec 1, 2014	Dec 4, 2014
Clay Dean William Stafford	Financial Telesis, Inc. other	Newfront Retirement Services, Inc. no RAUM	Other	Dec 1, 2014	Dec 4, 2014
Scott Bartlett Mccloskey	Financial Telesis, Inc. other	Newfront Retirement Services, Inc. no RAUM	Other	Dec 1, 2014	Dec 4, 2014
Steve Haydon Miller	Financial Telesis, Inc. other	Wespac Advisors, LLC other	Other	Nov 17, 2014	Jan 21, 2010
Ronald Julius Church	Financial Telesis, Inc. other	Global Retirement Partners LLC no RAUM	Other	Nov 17, 2014	Sep 16, 2014
Rohn Steven Trieglaff	Financial Telesis, Inc. other	Global Retirement Partners LLC no RAUM	Other	Nov 17, 2014	Sep 17, 2014
Wesley Allan Clark	Financial Telesis, Inc. other	Global Retirement Partners LLC no RAUM	Other	Nov 17, 2014	Sep 16, 2014
Vincent Edward Zinsmeyer	Financial Telesis, Inc. other	Global Retirement Partners LLC no RAUM	Other	Nov 17, 2014	Sep 17, 2014
Marc Joseph Rohr	Financial Telesis, Inc. other	Global Retirement Partners LLC other	Other	Nov 17, 2014	Jan 16, 2015 (60 d)
Chris Thomas Marovich	Financial Telesis, Inc. other	Global Retirement Partners LLC no RAUM	Other	Nov 17, 2014	Sep 23, 2014
Scott Brandon Dooley	Financial Telesis, Inc. other	Global Retirement Partners LLC no RAUM	Other	Nov 17, 2014	Sep 23, 2014
Derry Earl Cook	Financial Telesis, Inc. other	Global Retirement Partners LLC no RAUM	Other	Nov 17, 2014	Sep 23, 2014
Kalman David Muchnick	Financial Telesis, Inc. other	Global Retirement Partners LLC no RAUM	Other	Nov 17, 2014	Sep 23, 2014
Kristina Pauline Keck	Financial Telesis, Inc. other	Global Retirement Partners LLC no RAUM	Other	Nov 17, 2014	Sep 17, 2014
Michael Reese Johnson	Financial Telesis, Inc. other	Global Retirement Partners LLC no RAUM	Other	Nov 17, 2014	Sep 23, 2014
Nicholas Andrew Kralj	Financial Telesis, Inc. other	Global Retirement Partners LLC other	Other	Nov 17, 2014	Nov 21, 2014
Paul J. Phelan	Financial Telesis, Inc. other	Global Retirement Partners LLC no RAUM	Other	Nov 17, 2014	Sep 17, 2014
Bradley Patrick Warner	Financial Telesis, Inc. other	Global Retirement Partners LLC no RAUM	Other	Nov 17, 2014	Sep 23, 2014
Luke S Barnett	Financial Telesis, Inc. other	Global Retirement Partners LLC no RAUM	Other	Nov 17, 2014	Sep 17, 2014
Gary Robert Sawyer	Financial Telesis, Inc. other	Global Retirement Partners LLC no RAUM	Other	Nov 6, 2014	Sep 18, 2014
Allan James Chappelle	Financial Telesis, Inc. other	Nfp Advisor Services, LLC other	Other	Nov 4, 2014	Dec 15, 2014 (41 d)
Timothy Charles Irvin	Financial Telesis, Inc. other	Global Retirement Partners LLC no RAUM	Other	Oct 24, 2014	Sep 23, 2014
Daniel William Stephens	Financial Telesis, Inc. other	Nfp Advisor Services, LLC other	Other	Oct 3, 2014	Oct 3, 2014
David William Gotwals	Financial Telesis, Inc. other	Nfp Advisor Services, LLC other	Other	Oct 3, 2014	Oct 3, 2014
Ronald Jack Joyce	Financial Telesis, Inc. other	Nfp Advisor Services, LLC other	Other	Oct 3, 2014	Oct 3, 2014
Eric Vaughn Landes	Financial Telesis, Inc. other	Nfp Advisor Services, LLC other	Other	Oct 3, 2014	Oct 27, 2014
Bryan Alexander Wright	Financial Telesis, Inc. other	Independent Financial Partners other	Other	Sep 30, 2014	Sep 30, 2014
James C Audley	Financial Telesis, Inc. other	Argent Wealth Advisors, LLC state registered	Other	Sep 26, 2014	Jan 1, 2025 (3750 d)
Bradley Joseph Burditt	Financial Telesis, Inc. other	Cambridge Investment Research Advisors, Inc. other	Other	Sep 23, 2014	Sep 15, 2014
Brett Randall Jacobs	Financial Telesis, Inc. other	Kestra Advisory Services, LLC other	Other	Sep 19, 2014	Apr 18, 2016 (577 d)
Ryan Andrew Zelaski	Financial Telesis, Inc. other	Tfo Wealth Partners other	Other	Sep 18, 2014	Oct 21, 2014 (33 d)
James Elder	Financial Telesis, Inc. other	Global Retirement Partners LLC no RAUM	Other	Sep 16, 2014	Oct 7, 2014
Richard Carey Lynch	Financial Telesis, Inc. other	Kestra Advisory Services, LLC BD affiliated	Other	Sep 12, 2014	May 27, 2020 (2084 d)
Alan Jerome Schryer	Financial Telesis, Inc. other	Noble Wealth Management, Inc. other	Other	Sep 12, 2014	Feb 25, 2014
Rene Saul Licon	Financial Telesis, Inc. other	Scf Investment Advisors, Inc. other	Other	Sep 12, 2014	Sep 15, 2014
Sean Stephen Sowers	Financial Telesis, Inc. other	Aladino Financial Services, Inc. state registered	Other	Sep 12, 2014	Sep 23, 2014
William Eric Hagebusch	Financial Telesis, Inc. other	Independent Financial Partners other	Other	Sep 12, 2014	Sep 15, 2014
Amanda Lea Arthur	Financial Telesis, Inc. other	Investment Management Consultants, Ltd. other	Other	Sep 12, 2014	Mar 30, 2010
Daniel Dubois	Financial Telesis, Inc. other	Noble Wealth Management, Inc. other	Other	Sep 12, 2014	Feb 25, 2014
Christopher Scott Hacker	Financial Telesis, Inc. other	Titan Retirement Advisors LLC independent RIA	Other	Sep 11, 2014	May 23, 2013
Clyde Warren Ford	Financial Telesis, Inc. other	Nfp Advisor Services, LLC other	Other	Sep 11, 2014	Sep 15, 2014
Darshan Prakash Makim	Financial Telesis, Inc. other	Nfp Advisor Services, LLC other	Other	Sep 10, 2014	Sep 10, 2014
Thomas Paul Muldoon	Financial Telesis, Inc. other	Independent Financial Partners other	Other	Sep 9, 2014	Sep 9, 2014
Anthony James Black	Financial Telesis, Inc. other	Independent Financial Partners other	Other	Sep 9, 2014	Sep 11, 2014
Peter Russell Scruggs	Financial Telesis, Inc. other	Scruggs Advisors, LLC state registered	Other	Sep 3, 2014	Sep 1, 2016 (729 d)
Ruth Rivera	Financial Telesis, Inc. other	Wealthspire Retirement Advisory other	Other	Sep 3, 2014	Sep 10, 2013
Thomas Daniel Padilla	Financial Telesis, Inc. other	Wealthcare Advisory Partners LLC independent RIA	Other	Sep 3, 2014	Nov 23, 2022 (3003 d)

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196 moves match.