DFX Intelligence
RIA Intelligence
Advisor moves
Arrivals at Rmc Investment Advisors
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 |
|---|---|---|---|---|---|
| Michael Otis Schulitz | Trust Advisory Group Ltd independent RIA | Rmc Investment Advisors independent RIA | RIA to RIA | Dec 14, 2022 | Feb 5, 2024 (418 d) |
| Matthew Brett Terzian | Bradley Foster & Sargent Inc other | Rmc Investment Advisors other | Other | Apr 28, 2016 | Mar 21, 2016 |
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2 moves match.