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

Arrivals at Royal Fund 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.

AdvisorFromToTypeLeftRegistered
John Stephens ThomaArcher Investment Corporation otherRoyal Fund Management, LLC otherOtherAug 2, 2013Aug 26, 2013
Liliana DelaraMsi Financial Services, Inc. otherRoyal Fund Management, LLC otherOtherAug 2, 2013Feb 24, 2014 (206 d)
Lincoln Earl McraeEagle Financial Strategies otherRoyal Fund Management, LLC independent RIAOtherJun 26, 2013Apr 10, 2019 (2114 d)
Todd Michael EhretSawtooth Asset Management, Inc. otherRoyal Fund Management, LLC otherOtherJun 21, 2013May 7, 2014 (320 d)
R. Alan KirbyAmerican Elite Retirement unclassifiedRoyal Fund Management, LLC otherOtherMay 31, 2013May 10, 2013
Ronald Eric WoernleAlphastar Capital Management otherRoyal Fund Management, LLC otherOtherMar 5, 2013Jun 4, 2013 (91 d)
Timothy J BakerAmeriprise Financial Services, LLC national BDRoyal Fund Management, LLC otherOtherJan 2, 2013Apr 30, 2014 (483 d)
James Dennis UnderwoodAmerican Elite Retirement unclassifiedRoyal Fund Management, LLC otherOtherNov 8, 2012May 6, 2013 (179 d)
William Daniel BrooksXexis, Inc. unclassifiedRoyal Fund Management, LLC otherOtherAug 23, 2012Jul 28, 2011
Millard Scott NorrisChief Advisors Corp state registeredRoyal Fund Management, LLC otherOtherAug 17, 2012Mar 31, 2014 (591 d)
Owen Thomas EdwardsBrookstone Capital Management LLC otherRoyal Fund Management, LLC otherOtherJun 2, 2011Oct 28, 2015 (1609 d)
John Lawrence MillsRedhawk Wealth Advisors, Inc. otherRoyal Fund Management, LLC otherOtherJan 19, 2011Feb 5, 2014 (1113 d)
David S BlackstonAmerican Investment Services otherRoyal Fund Management, LLC otherOtherJul 27, 2010Jun 21, 2010
Bradley Ronald GerberdingIntegrity Financial Corporation otherRoyal Fund Management, LLC otherOtherNov 12, 2009May 28, 2014 (1658 d)
George Andrew WatsonUSA Wealth Management LLC otherRoyal Fund Management, LLC otherOtherJun 10, 2008Sep 16, 2015 (2654 d)
Dharam Paul KalraQa3 Financial LLC unclassifiedRoyal Fund Management, LLC otherOtherOct 31, 2007Jul 27, 2015 (2826 d)
Richard Gordon EasterbrookFinancial Vehicles, Inc. unclassifiedRoyal Fund Management, LLC otherOtherApr 20, 2006Apr 26, 2013 (2563 d)
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77 moves match.