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 Centennial Securities Company 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
Robert Jerry BoerkoelCentennial Securities Company Inc independent RIARegal Investment Advisors LLC BD affiliatedRIA to affiliated broker-dealer or bankDec 11, 2025Dec 11, 2025
Cornelius Willem BoerkoelCentennial Securities Company Inc independent RIARegal Investment Advisors LLC BD affiliatedRIA to affiliated broker-dealer or bankDec 11, 2025Dec 11, 2025
Seth Christian HiemstraCentennial Securities Company Inc independent RIASwan Global Investments, LLC mixed wealthRIA to RIASep 24, 2022Jul 28, 2023 (307 d)
Bobby TsironisCentennial Securities Company Inc independent RIABurnham & Company LLC independent RIARIA to RIASep 13, 2022Sep 14, 2022
Daren Bahr ShavellCentennial Securities Company Inc independent RIAJim Roberts Investment Advisors LLC state registeredRIA to a state-registered adviserFeb 20, 2019Mar 3, 2016
Michelle M HoexumCentennial Securities Company Inc otherRevalue LLC independent RIAOtherDec 31, 2017Nov 16, 2019 (685 d)
Carol D BlunkCentennial Securities Company Inc otherMorgan Stanley wirehouseOtherJul 25, 2017Aug 31, 2017 (37 d)
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7 moves match.