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 Schaeffer Financial 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 |
|---|---|---|---|---|---|
| Kaitlin Yardley | Yeske Buie Inc. other | Schaeffer Financial LLC other | Other | Mar 12, 2012 | Jan 12, 2015 (1036 d) |
| Richard Wayne Schaeffer | Fsa Wealth Partners other | Schaeffer Financial LLC other | Other | Apr 7, 2005 | Jan 3, 2005 |
| Karen Patricia Schaeffer | Fsa Wealth Partners other | Schaeffer Financial LLC other | Other | Apr 7, 2005 | Jan 3, 2005 |
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3 moves match.