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 Shankland Financial Advisors, 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 |
|---|---|---|---|---|---|
| Eric Rogers Gaddy | Integrated Financial Strategies, LLC independent RIA | Shankland Financial Advisors, LLC independent RIA | RIA to RIA | Sep 5, 2019 | Sep 16, 2019 |
| Debra Jeanne Carmody | Integrated Financial Strategies, LLC independent RIA | Shankland Financial Advisors, LLC independent RIA | RIA to RIA | Sep 5, 2019 | Sep 13, 2019 |
| Daryl Burnett Shankland | Blackbay Capital Advisors LLC state registered | Shankland Financial Advisors, LLC independent RIA | Other | Feb 11, 2008 | Mar 3, 2006 |
Page 1 of 1
3 moves match.