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 Rbf Wealth 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.

AdvisorFromToTypeLeftRegistered
Michael MearaSecurian Financial Services, Inc. independent RIARbf Wealth Advisors independent RIARIA to RIAJan 19, 2023Feb 1, 2023
Blake ClynesAmeriprise Financial Services, LLC national BDRbf Wealth Advisors independent RIAAffiliated broker-dealer or bank to independent RIAJan 11, 2023Jun 3, 2024 (509 d)
Nathaniel Thomas GilmanKrilogy independent RIARbf Wealth Advisors independent RIARIA to RIADec 10, 2022Dec 21, 2022
Mark Devin JohnsonProspera Financial Services, Inc. otherRbf Wealth Advisors otherOtherJan 2, 2013Jan 25, 2013
Aaron Michael WardSecurian Financial Services, Inc. otherRbf Wealth Advisors otherOtherAug 4, 2010Aug 2, 2010
Anthony Edward KalinowskiMorgan Stanley wirehouseRbf Wealth Advisors otherOtherFeb 26, 2010May 13, 2010 (76 d)
Christopher James BurkeRenaissance Financial Corporate Education LLC unclassifiedRbf Wealth Advisors otherOtherDec 31, 2007Aug 3, 2010 (946 d)
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7 moves match.