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 Money Managers, 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 |
|---|---|---|---|---|---|
| Teresa Jensen White | Next Financial Group, Inc. BD affiliated | Money Managers, Inc. other | Other | May 30, 2025 | Feb 4, 2009 |
| Cody Thomas Heffron | Next Financial Group, Inc. BD affiliated | Money Managers, Inc. other | Other | May 30, 2025 | May 2, 2023 |
| Joseph Bedford James | Next Financial Group, Inc. other | Money Managers, Inc. other | Other | Feb 19, 2010 | Feb 2, 2009 |
| Joseph Bedford James | Cetera Investment Services LLC other | Money Managers, Inc. other | Other | Jul 3, 2007 | Dec 4, 2007 (154 d) |
| Randall James Reinagel | Citigroup Global Markets Inc. other | Money Managers, Inc. other | Other | Feb 8, 2006 | Jan 8, 2010 (1430 d) |
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5 moves match.