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 Dickinson Investment Advisors
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 |
|---|---|---|---|---|---|
| Paul Michael Larkin | Mutual Of Omaha Investor Services, Inc. independent RIA | Dickinson Investment Advisors independent RIA | RIA to RIA | Nov 11, 2022 | Nov 29, 2022 |
| Cody James Forbush | Ts Capital, LLC unclassified | Dickinson Investment Advisors independent RIA | Other | Nov 4, 2020 | Nov 17, 2020 |
| David Lee Piatkowski | Advice And Planning Services other | Dickinson Investment Advisors other | Other | Aug 12, 2015 | Aug 24, 2015 |
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3 moves match.