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 Independent Progressive 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 |
|---|---|---|---|---|---|
| Rebecca Elizabeth Meats | Warga Asset Management unclassified | Independent Progressive Advisors, LLC independent RIA | Other | Sep 30, 2022 | Dec 6, 2022 (67 d) |
| Scott Michael Emblen | Skyline Financial Northwest independent RIA | Independent Progressive Advisors, LLC independent RIA | RIA to RIA | May 14, 2018 | Feb 22, 2018 |
| Ann Elizabeth Garcia | Beacon Rock Partners other | Independent Progressive Advisors, LLC independent RIA | Other | Jun 30, 2016 | Mar 16, 2016 |
Page 1 of 1
3 moves match.