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 Budros, Ruhlin & Roe
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 |
|---|---|---|---|---|---|
| Brandon Philip Dempsey | Hamilton Capital independent RIA | Budros, Ruhlin & Roe independent RIA | RIA to RIA | Aug 9, 2021 | Sep 9, 2021 (31 d) |
| Krista Allison Cavalieri | Evolve Capital LLC unclassified | Budros, Ruhlin & Roe independent RIA | Other | Dec 31, 2019 | Jan 26, 2020 |
| Dylan Thomas Gaver | Pnc Wealth Management other | Budros, Ruhlin & Roe independent RIA | Other | Feb 24, 2016 | Aug 1, 2019 (1254 d) |
| Eric Gerhard Shisler | Hamilton Capital other | Budros, Ruhlin & Roe other | Other | Nov 12, 2013 | Jun 3, 2014 (203 d) |
| Shawn Richard Ballinger | Waller Financial Planning Group, Inc. other | Budros, Ruhlin & Roe other | Other | Oct 30, 2012 | Jun 26, 2014 (604 d) |
| Gary John Marcinick | Hamilton Capital other | Budros, Ruhlin & Roe other | Other | Jun 21, 2006 | Jul 20, 2006 |
| Jeffrey Dean Smith | Osaic Wealth, Inc. other | Budros, Ruhlin & Roe other | Other | Oct 1, 2004 | Jul 21, 2006 (658 d) |
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7 moves match.