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 Liberty 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 |
|---|---|---|---|---|---|
| Granthem James Beck | Curi Capital, LLC independent RIA | Liberty Financial Group, Inc. independent RIA | RIA to RIA | Sep 26, 2022 | Feb 24, 2023 (151 d) |
| Michael Francis Wesolowski | Voyager Capital Management, LLC independent RIA | Liberty Financial Group, Inc. independent RIA | RIA to RIA | Mar 1, 2021 | Sep 15, 2025 (1659 d) |
| Brittany Lynn Falkner | Financial Service Group Inc independent RIA | Liberty Financial Group, Inc. other | Other | Feb 22, 2019 | Jul 17, 2019 (145 d) |
| Kirk Robert Hackbarth | Richardson Capital Management, LLC other | Liberty Financial Group, Inc. other | Other | Jan 18, 2017 | Aug 24, 2016 |
Page 1 of 1
4 moves match.