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 Everence Trust Company

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.

AdvisorFromToTypeLeftRegistered
Glen Emerson KauffmanConcourse Financial Group Advisors BD affiliatedEverence Trust Company otherOtherFeb 20, 2025Mar 7, 2007
Eric Scott GroffConcourse Financial Group Advisors BD affiliatedEverence Trust Company otherOtherFeb 20, 2025Jan 25, 2010
Robert Allan WallConcourse Financial Group Advisors BD affiliatedEverence Trust Company otherOtherFeb 20, 2025Jan 3, 2012
Russell Michael BurtonConcourse Financial Group Advisors BD affiliatedEverence Trust Company otherOtherFeb 20, 2025Aug 11, 2014
Dennis Allen LefevreConcourse Financial Group Advisors BD affiliatedEverence Trust Company otherOtherFeb 20, 2025Oct 14, 2009
Kenteth James BlossomConcourse Financial Group Advisors BD affiliatedEverence Trust Company otherOtherFeb 20, 2025Jun 14, 2007
Joseph Alexander ShenkConcourse Financial Group Advisors BD affiliatedEverence Trust Company otherOtherFeb 20, 2025Mar 7, 2007
Christopher James KaufmanConcourse Financial Group Advisors BD affiliatedEverence Trust Company otherOtherFeb 20, 2025Jun 4, 2012
Steven Eric SchrollConcourse Financial Group Advisors BD affiliatedEverence Trust Company otherOtherFeb 20, 2025Dec 4, 2009
Shane Michael LandisConcourse Financial Group Advisors BD affiliatedEverence Trust Company otherOtherFeb 20, 2025Jul 3, 2017
Benjamin E GoodingConcourse Financial Group Advisors BD affiliatedEverence Trust Company otherOtherFeb 20, 2025Mar 1, 2018
Kevin James NiceConcourse Financial Group Advisors BD affiliatedEverence Trust Company otherOtherFeb 20, 2025Feb 22, 2017
Jay Kevin KreadyConcourse Financial Group Advisors BD affiliatedEverence Trust Company otherOtherJun 27, 2024Feb 13, 2013
Kristina GroffConcourse Financial Group Advisors BD affiliatedEverence Trust Company otherOtherAug 10, 2022Feb 14, 2018
Steven Tyler MoyerConcourse Financial Group Advisors BD affiliatedEverence Trust Company otherOtherMay 16, 2019Feb 25, 2011
Lucas Charles FoxConcourse Financial Group Advisors BD affiliatedEverence Trust Company otherOtherOct 9, 2018Dec 7, 2017
Robert John HamillConcourse Financial Group Advisors otherEverence Trust Company otherOtherJul 14, 2017Mar 9, 2016
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17 moves match.