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 Fdx Advisors, 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
Adam Christopher VaalOsaic Fs, Inc. otherFdx Advisors, Inc. otherOtherMay 3, 2016Sep 23, 2016 (143 d)
Joel Scott MullinsFifth Third Securities, Inc. otherFdx Advisors, Inc. otherOtherNov 9, 2015Nov 20, 2015
Andrew Paul KirchnerScf Investment Advisors, Inc. otherFdx Advisors, Inc. otherOtherApr 30, 2015Dec 4, 2015 (218 d)
Debra Jane DevoePrincipal Securities, Inc. otherFdx Advisors, Inc. otherOtherMay 31, 2005Nov 2, 2007 (885 d)
Robert Francis MehringerAccess Partners LLC otherFdx Advisors, Inc. otherOtherDec 31, 2004Apr 30, 2013 (3042 d)
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5 moves match.