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 Inr Advisory Services, 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.

AdvisorFromToTypeLeftRegistered
Richard Christian RitzerCarroll Consultants Advisors, Ltd. otherInr Advisory Services, LLC otherOtherMar 28, 2016Jan 21, 2016
Bradley Patrick WarnerGlobal Retirement Partners LLC otherInr Advisory Services, LLC otherOtherAug 31, 2015Nov 9, 2015 (70 d)
Robert Mcintrye FloodHrh Investment Advisors, LLC unclassifiedInr Advisory Services, LLC otherOtherJul 30, 2008Sep 24, 2008 (56 d)
Michael Bernard Glackin1717 Capital Management Company unclassifiedInr Advisory Services, LLC otherOtherNov 4, 2005Oct 21, 2005
Christopher John Tomlinson1717 Capital Management Company unclassifiedInr Advisory Services, LLC otherOtherNov 4, 2005Oct 24, 2005
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5 moves match.