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 The Shobe Financial Group
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 |
|---|---|---|---|---|---|
| Shawna Marie Goodly | Raymond James Financial Services Advisors, Inc BD affiliated | The Shobe Financial Group other | Other | Jan 8, 2018 | Jan 10, 2018 |
| Bailey Nichole Mcnamara | Raymond James Financial Services Advisors, Inc BD affiliated | The Shobe Financial Group other | Other | Jan 8, 2018 | Jan 24, 2018 |
| Jerold Marc Matherne | LPL Financial LLC other | The Shobe Financial Group other | Other | Aug 12, 2010 | Jan 15, 2013 (887 d) |
| Corey Paul Luckett | LPL Financial LLC other | The Shobe Financial Group other | Other | Feb 16, 2010 | Jun 16, 2010 (120 d) |
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4 moves match.