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 Venn Wealth & Benefit Services, 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Anthony James Landau | Dunmoyle Capital Advisors, LLC other | Venn Wealth & Benefit Services, LLC state registered | Other | May 29, 2015 | Jul 16, 2015 (48 d) |
| Robert John Knox | Horter Investment Management, LLC other | Venn Wealth & Benefit Services, LLC state registered | Other | Aug 25, 2008 | Aug 19, 2008 |
| Earl Leigh Brooks | Cuna Brokerage Services, Inc. other | Venn Wealth & Benefit Services, LLC state registered | Other | Dec 3, 2004 | Aug 18, 2005 (258 d) |
| Michael Edward Schultz | Cambridge Investment Research, Inc. unclassified | Venn Wealth & Benefit Services, LLC state registered | Other | Oct 15, 2003 | Mar 8, 2004 (145 d) |
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4 moves match.