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 Consulting 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 |
|---|---|---|---|---|---|
| David Paul Robinson | Fsc Securities Corporation BD affiliated | Resource Consulting Group, Inc. state registered | Affiliated broker-dealer or bank to a state-registered adviser | Nov 3, 2023 | Dec 11, 1989 |
| Robyn Marie Krahn | Fsc Securities Corporation BD affiliated | Resource Consulting Group, Inc. state registered | Affiliated broker-dealer or bank to a state-registered adviser | Jan 3, 2022 | Aug 31, 2019 |
| Hester Rebekah Broad | Mercer Global Advisors Inc. other | Resource Consulting Group, Inc. state registered | Other | May 4, 2012 | Jun 20, 2012 (47 d) |
| Keith Edward Schnelle | Fsc Securities Corporation other | Resource Consulting Group, Inc. state registered | Other | Sep 21, 2011 | Jan 25, 1989 |
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4 moves match.