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 Fruth Investment Management
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 |
|---|---|---|---|---|---|
| Kymberly Beth Watson | Ameriprise Financial Services, LLC national BD | Fruth Investment Management independent RIA | Affiliated broker-dealer or bank to independent RIA | Mar 18, 2024 | Sep 26, 2024 (192 d) |
| Ryan Mccleary | King Investment Advisors, Inc. other | Fruth Investment Management other | Other | Sep 15, 2008 | Nov 18, 2008 (64 d) |
| James Michael Crawford | Charles Schwab & Co., Inc. national BD | Fruth Investment Management other | Other | Nov 23, 2004 | Jan 16, 2012 (2610 d) |
| J. Don Pannell | Charles Schwab & Co., Inc. national BD | Fruth Investment Management other | Other | Jul 21, 2003 | Dec 5, 2005 (868 d) |
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4 moves match.