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 Rinet Company, LLC
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 |
|---|---|---|---|---|---|
| Joshua Torrey Hohlfelder | Corrigan Financial Inc independent RIA | Rinet Company, LLC independent RIA | RIA to RIA | Aug 25, 2021 | Sep 12, 2019 |
| Charles Savage Willauer | Wellesley Investment Partners, LLC independent RIA | Rinet Company, LLC independent RIA | RIA to RIA | Apr 15, 2020 | Nov 3, 2020 (202 d) |
| Jason Edinger | Twin Focus Capital Partners, LLC other | Rinet Company, LLC other | Other | Sep 21, 2015 | Jan 4, 2017 (471 d) |
| Ashley Elizabeth Koed | Windhaven Investment Management, Inc. other | Rinet Company, LLC other | Other | Aug 13, 2013 | Sep 23, 2013 (41 d) |
| Rachel Meri Zibrak | New England Private Wealth Advisors, LLC other | Rinet Company, LLC other | Other | Jul 7, 2009 | Feb 19, 2010 (227 d) |
| David Stanley Beckwith | Silver Bridge other | Rinet Company, LLC other | Other | Jun 10, 2005 | Dec 9, 2010 (2008 d) |
| Denise Goldstein | Strategic Advisers LLC national BD | Rinet Company, LLC other | Other | Mar 10, 2004 | Jul 27, 2004 (139 d) |
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7 moves match.