Advisor moves

Arrivals at Ryan Investments

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
Matthew Austin OwingsYule Creek Wealth Management, LLC unclassifiedRyan Investments independent RIAOtherApr 17, 2026Apr 7, 2026
Nathaniel Lee KaupYule Creek Wealth Management, LLC unclassifiedRyan Investments independent RIAOtherApr 17, 2026Apr 7, 2026
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2 moves match.