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 S. R. Schill & Associates, 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 |
|---|---|---|---|---|---|
| Nhat Thi Minh Bui | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | S. R. Schill & Associates, Inc. other | Other | Oct 21, 2016 | Nov 23, 2016 (33 d) |
| Robert Edwin Toomey | D.A. Davidson & Co. other | S. R. Schill & Associates, Inc. other | Other | Jun 7, 2011 | Jun 6, 2011 |
| Scott Jason Schill | Quantum Asset Management unclassified | S. R. Schill & Associates, Inc. independent RIA | Other | Jan 13, 2005 | Jan 1, 2023 (6562 d) |
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3 moves match.