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 Teckmeyer Financial Services, L.L.C.

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
John Eric KroekerTeckmeyer Financial Services, L.L.C. state registeredLPL Financial LLC BD affiliatedOtherDec 31, 2024Nov 12, 2024
Joseph Robert HearnTeckmeyer Financial Services, L.L.C. state registeredIntentional Retirement, LLC independent RIAOtherDec 15, 2020Oct 5, 2020
Jarrett Tod SuddarthTeckmeyer Financial Services, L.L.C. state registeredSolid Ground Financial Planning unclassifiedOtherJun 12, 2020Jun 15, 2020
Zachary D CroonquistTeckmeyer Financial Services, L.L.C. state registeredSecurities America Advisors, Inc. BD affiliatedOtherJun 12, 2020Jun 15, 2020
Paul Alan FolkersTeckmeyer Financial Services, L.L.C. state registeredCambridge Investment Research Advisors, Inc. otherOtherSep 18, 2014Sep 16, 2014
Todd Anthony MorrisTeckmeyer Financial Services, L.L.C. state registeredCambridge Investment Research Advisors, Inc. otherOtherSep 18, 2014Sep 16, 2014
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6 moves match.