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 Shilanski & Associates, Inc.
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 |
|---|---|---|---|---|---|
| Rhys Colby Cooper | Financial Insights Wealth Management independent RIA | Shilanski & Associates, Inc. independent RIA | RIA to RIA | Sep 26, 2023 | Oct 3, 2023 |
| James Thomas Ferrin | LPL Financial LLC independent RIA | Shilanski & Associates, Inc. independent RIA | RIA to RIA | Feb 2, 2023 | Feb 1, 2023 |
| John Joseph Raleigh | Summit Financial Group Inc BD affiliated | Shilanski & Associates, Inc. other | Other | Oct 9, 2018 | May 30, 2017 |
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3 moves match.