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 Harry Licursi Tax & Retirement Planning
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 |
|---|---|---|---|---|---|
| Charles L. Bennett | Planmember Securities Corporation other | Harry Licursi Tax & Retirement Planning state registered | Other | Mar 4, 2016 | Oct 5, 2023 (2771 d) |
| Harry Eugene Licursi | Pension Planners Securities, Inc. unclassified | Harry Licursi Tax & Retirement Planning state registered | Other | Feb 23, 2007 | Aug 15, 2025 (6748 d) |
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2 moves match.