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 Financial Counseling Resources 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 |
|---|---|---|---|---|---|
| Alexandra Nicole Rasmussen | Npb Financial Group, LLC independent RIA | Financial Counseling Resources LLC other | Other | Jul 15, 2022 | Jul 7, 2016 |
| Roger Joel Conde | Pacific Retirement Advisors, Inc unclassified | Financial Counseling Resources LLC other | Other | Dec 31, 2015 | Sep 22, 2011 |
| Emily Jane Bushong | Npb Financial Group, LLC other | Financial Counseling Resources LLC other | Other | Aug 24, 2015 | Apr 2, 2013 |
| Erin Murray Williams | Npb Financial Group, LLC other | Financial Counseling Resources LLC other | Other | Jul 16, 2009 | Sep 2, 2008 |
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4 moves match.