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 Reby Advisors, LLC

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
Dixon Place DowneyRound Rock Advisors LLC independent RIAReby Advisors, LLC independent RIARIA to RIADec 6, 2018Jan 15, 2019 (40 d)
Daniel L GranucciLPL Financial LLC otherReby Advisors, LLC otherOtherJan 19, 2016Jan 19, 2016
Rudolf John WeissMsi Financial Services, Inc. otherReby Advisors, LLC otherOtherFeb 25, 2015Apr 8, 2015 (42 d)
Alexander Bernd OverkampAssetmark, Inc. otherReby Advisors, LLC otherOtherDec 4, 2012Jan 23, 2013 (50 d)
Clinton William NoellOsaic Institutions, Inc. otherReby Advisors, LLC otherOtherJun 8, 2011Jun 16, 2011
Brett Thomas BartkiewiczFisher Investments otherReby Advisors, LLC otherOtherNov 28, 2008Mar 9, 2010 (466 d)
Patrick Michael DohertyTd Wealth Management Services Inc. unclassifiedReby Advisors, LLC otherOtherNov 22, 2006Feb 4, 2008 (439 d)
Mark Stuart SchafferVoya Financial Advisors, Inc. otherReby Advisors, LLC otherOtherJul 21, 2005Aug 30, 2005 (40 d)
Jeffrey Lee CorlissChase Investment Services Corp. otherReby Advisors, LLC otherOtherJul 11, 2005Jul 26, 2005
George Joseph KoeltlUBS Financial Services Inc. wirehouseReby Advisors, LLC otherOtherJan 14, 2005Aug 30, 2005 (228 d)
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10 moves match.