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 Barrington Financial Advisors, 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.

AdvisorFromToTypeLeftRegistered
Billy Ray ReiderCharles Schwab & Co., Inc. national BDBarrington Financial Advisors, Inc. otherOtherApr 17, 2015Dec 9, 2015 (236 d)
Michael John RichardsonDaniel Frishberg Financial Services, Inc. unclassifiedBarrington Financial Advisors, Inc. otherOtherMay 25, 2010Jan 18, 2011 (238 d)
William Chris HeathCetera Advisor Networks LLC otherBarrington Financial Advisors, Inc. otherOtherNov 11, 2009Jul 24, 1985
Debra Ann HartsfieldRidgeback Capital Management otherBarrington Financial Advisors, Inc. otherOtherJun 25, 2009Feb 18, 2011 (603 d)
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4 moves match.