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 Retirement Income Strategies, 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 |
|---|---|---|---|---|---|
| Tyler Mcconville | Retirement Income Strategies, LLC independent RIA | Osaic Wealth, Inc. BD affiliated | RIA to affiliated broker-dealer or bank | Mar 6, 2026 | Mar 4, 2026 |
| Jeremy John Mcarthur | Retirement Income Strategies, LLC independent RIA | LPL Financial LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jun 27, 2025 | Jul 1, 2025 |
| Christa Liane Rubenzer Schonscheck | Retirement Income Strategies, LLC independent RIA | Cetera Investment Advisers LLC BD affiliated | RIA to affiliated broker-dealer or bank | Apr 24, 2025 | Feb 21, 2025 |
| Benjamin Scott Heidemann | Retirement Income Strategies, LLC independent RIA | Ameriprise Financial Services, LLC national BD | RIA to affiliated broker-dealer or bank | Oct 24, 2024 | Jun 19, 2025 (238 d) |
| Devin Lowenberg | Retirement Income Strategies, LLC independent RIA | LPL Financial LLC BD affiliated | RIA to affiliated broker-dealer or bank | Oct 24, 2024 | Apr 17, 2025 (175 d) |
| Marissa Ann Evers | Retirement Income Strategies, LLC independent RIA | Associated Investment Services, Inc. independent RIA | RIA to RIA | Feb 16, 2023 | Oct 20, 2022 |
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6 moves match.