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 Schaper Benz & Wise Investment Counsel 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 |
|---|---|---|---|---|---|
| Melissa Ann Barry | Robert W. Baird & Co. Incorporated mixed wealth | Schaper Benz & Wise Investment Counsel Inc independent RIA | RIA to RIA | Jun 23, 2023 | Sep 25, 2023 (94 d) |
| Mark James Sprtel | The Appleton Group, LLC other | Schaper Benz & Wise Investment Counsel Inc other | Other | Oct 21, 2011 | Jul 18, 2014 (1001 d) |
Page 1 of 1
2 moves match.