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 The Karras Company, 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 |
|---|---|---|---|---|---|
| Christian Brett Karras | Raymond James Financial Services Advisors, Inc BD affiliated | The Karras Company, Inc. independent RIA | Affiliated broker-dealer or bank to independent RIA | Sep 3, 2026 | Sep 11, 2026 |
| Boyd Raymond Hansen | Raymond James Financial Services Advisors, Inc BD affiliated | The Karras Company, Inc. independent RIA | Affiliated broker-dealer or bank to independent RIA | Jun 29, 2020 | Jul 7, 2020 |
| William Brett Merrell | Raymond James Financial Services Advisors, Inc BD affiliated | The Karras Company, Inc. other | Other | Jan 4, 2018 | Jan 5, 2018 |
| Max James Mcquiston | Raymond James Financial Services, Inc. unclassified | The Karras Company, Inc. other | Other | Aug 2, 2007 | Aug 13, 2007 |
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4 moves match.