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 Schenck Investment Solutions 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 |
|---|---|---|---|---|---|
| Dave Allen Isaacson | Johnson Wealth Inc. other | Schenck Investment Solutions LLC independent RIA | Other | Nov 16, 2017 | Jan 8, 2018 (53 d) |
| Mark John Fenlon | Johnson Wealth Inc. other | Schenck Investment Solutions LLC other | Other | Aug 17, 2017 | Aug 16, 2017 |
| Sandra Ann Risgaard | Baker Tilly Investment Advisors other | Schenck Investment Solutions LLC other | Other | Dec 21, 2009 | Jun 26, 2015 (2013 d) |
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3 moves match.