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 Columbia Benefits, 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 |
|---|---|---|---|---|---|
| Rena Kay Breeding | Tlg Advisors, Inc. other | Columbia Benefits, LLC independent RIA | Other | Nov 2, 2015 | Oct 30, 2015 |
| Geraldine Ann Janiczek | Janiczek Financial Advisors, LLC unclassified | Columbia Benefits, LLC independent RIA | Other | Jul 30, 2008 | Aug 1, 2007 |
| Gary Paul Davis | Brookstreet Securities Corporation unclassified | Columbia Benefits, LLC independent RIA | Other | Jul 12, 2007 | Apr 24, 2017 (3574 d) |
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3 moves match.