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 Koss-Olinger Consulting, 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 |
|---|---|---|---|---|---|
| Caleb James Sturgis | Northwestern Mutual Investment Services,LLC no RAUM | Koss-Olinger Consulting, LLC. independent RIA | Other | Aug 30, 2024 | Oct 30, 2024 (61 d) |
| James Byron Merchant | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Koss-Olinger Consulting, LLC. independent RIA | Wirehouse to independent RIA | Jan 13, 2023 | Jun 22, 2023 (160 d) |
| Kasey Leigh Nelson | Keyes, Stange & Wooten Wealth Management, LLC independent RIA | Koss-Olinger Consulting, LLC. independent RIA | RIA to RIA | Jun 15, 2021 | Nov 29, 2021 (167 d) |
| Philip Neil Schmitt | The Investment Counsel Company other | Koss-Olinger Consulting, LLC. independent RIA | Other | Mar 6, 2014 | Jun 18, 2026 (4487 d) |
| James Dustin Curbow | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Koss-Olinger Consulting, LLC. other | Other | Mar 18, 2003 | Mar 3, 2004 (351 d) |
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5 moves match.