DFX Intelligence
RIA Intelligence
Advisor moves
Arrivals at Richardson Financial Services
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 |
|---|---|---|---|---|---|
| Caleb Smith | J.P. Morgan Securities LLC wirehouse | Richardson Financial Services independent RIA | Wirehouse to independent RIA | Sep 28, 2025 | Aug 11, 2026 (317 d) |
| Edward Michael Pitts | Edward Jones national BD | Richardson Financial Services independent RIA | Affiliated broker-dealer or bank to independent RIA | Jan 22, 2020 | Aug 31, 2020 (222 d) |
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2 moves match.