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 Timothy Financial Counsel, 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 |
|---|---|---|---|---|---|
| John William Mchenney | First Trust Advisors LP asset manager | Timothy Financial Counsel, Inc. no RAUM | Other | Oct 9, 2023 | Jan 19, 2024 (102 d) |
| Samuel Ogles | Thrivent Investment Management Inc. BD affiliated | Timothy Financial Counsel, Inc. no RAUM | Other | May 15, 2023 | Jun 16, 2023 (32 d) |
| Charis Elizabeth Ellis | Edward Jones national BD | Timothy Financial Counsel, Inc. no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Mar 16, 2018 | Apr 19, 2018 (34 d) |
| Kara Beth Vance | Mercer Global Advisors Inc. other | Timothy Financial Counsel, Inc. no RAUM | Other | Feb 29, 2016 | Apr 7, 2016 (38 d) |
| Katie Arendt Macek | Shepherd & Associates unclassified | Timothy Financial Counsel, Inc. no RAUM | Other | Nov 25, 2008 | Jun 5, 2025 (6036 d) |
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5 moves match.