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 Richardson Capital Management, 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 |
|---|---|---|---|---|---|
| Daniel Patrick Brown | Annex Wealth Management, LLC other | Richardson Capital Management, LLC independent RIA | Other | May 12, 2017 | Jan 21, 2025 (2811 d) |
| Kirk Robert Hackbarth | Kabarec Financial Advisors Ltd other | Richardson Capital Management, LLC other | Other | Nov 25, 2013 | Dec 4, 2013 |
| Eric Alan Brown | Annex Wealth Management, LLC other | Richardson Capital Management, LLC other | Other | Dec 18, 2012 | Nov 28, 2012 |
| Paul A. Zudyk | Vogel Consulting, LLC state registered | Richardson Capital Management, LLC other | Other | Feb 28, 2008 | Mar 3, 2008 |
| Randell John Godsell | First Heartland Consultants, Inc. other | Richardson Capital Management, LLC other | Other | Dec 31, 2004 | May 18, 2004 |
| Scott P Richardson | First Heartland Consultants, Inc. other | Richardson Capital Management, LLC other | Other | Jul 12, 2004 | May 18, 2004 |
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6 moves match.