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 Diversified Management 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 |
|---|---|---|---|---|---|
| Guy Matthew Eckman | Midwest Heritage Financial Advisors independent RIA | Diversified Management Inc independent RIA | RIA to RIA | Aug 8, 2023 | Jan 4, 2024 (149 d) |
| Patrick James Weyer | Landaas & Company independent RIA | Diversified Management Inc independent RIA | RIA to RIA | Aug 28, 2020 | Sep 14, 2020 |
| Joel Stuart Merritt | Thrivent Investment Management Inc. other | Diversified Management Inc other | Other | Dec 27, 2016 | Jan 20, 2017 |
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3 moves match.