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 Resource Investment Architects, 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 |
|---|---|---|---|---|---|
| Aaron Richard Squires | Summit Wealth Investments unclassified | Resource Investment Architects, Inc. other | Other | Dec 4, 2023 | May 19, 2016 |
| Michael Kim Chrysler | Matrix Wealth Management, Inc. unclassified | Resource Investment Architects, Inc. other | Other | Dec 20, 2016 | Jul 6, 2016 |
| Jayson Hans Jay | Woodbury Financial Services, Inc. other | Resource Investment Architects, Inc. other | Other | Aug 9, 2011 | Sep 19, 2011 (41 d) |
| Jennifer Ann Davis | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Resource Investment Architects, Inc. other | Other | Feb 22, 2010 | Feb 22, 2010 |
| Donald Lyman Watson | Edward Jones national BD | Resource Investment Architects, Inc. other | Other | Jan 14, 2010 | Feb 23, 2010 (40 d) |
| Daniel Patrick Leahy | Pennington Financial Group other | Resource Investment Architects, Inc. other | Other | Dec 15, 2004 | May 19, 2006 (520 d) |
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6 moves match.