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 Tilson Financial Group 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 |
|---|---|---|---|---|---|
| Robert Tilson | Cambridge Investment Research Advisors, Inc. other | Tilson Financial Group Inc other | Other | Jun 22, 2012 | Jun 10, 2014 (718 d) |
| John Thomas Prokop | Regentatlantic other | Tilson Financial Group Inc other | Other | Nov 9, 2011 | Mar 26, 2013 (503 d) |
| Judith F Lutzy | Cadaret Grant & Co Inc other | Tilson Financial Group Inc independent RIA | Other | Nov 1, 2010 | Jan 1, 2026 (5540 d) |
| Leo Tropeano | Walnut Street Securities, Inc. other | Tilson Financial Group Inc other | Other | Aug 15, 2005 | Aug 25, 2005 |
| Michael Francis Mcgrady | Walnut Street Securities, Inc. other | Tilson Financial Group Inc other | Other | Aug 15, 2005 | Aug 25, 2005 |
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5 moves match.