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 Old Mission Investment Company, 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 |
|---|---|---|---|---|---|
| Ryan William Knabusch | Sandbox Financial Partners, LLC independent RIA | Old Mission Investment Company, LLC independent RIA | RIA to RIA | Mar 31, 2025 | Mar 31, 2025 |
| Lindsay Fitzpatrick | Rehmann Wealth mixed wealth | Old Mission Investment Company, LLC independent RIA | RIA to RIA | Mar 25, 2019 | Dec 18, 2025 (2460 d) |
| Christopher Ren-Da Chang | Fifth Third Securities, Inc. other | Old Mission Investment Company, LLC independent RIA | Other | Mar 19, 2009 | Nov 7, 2023 (5346 d) |
| Kurt Austin Schuler | Wells Fargo Advisors wirehouse | Old Mission Investment Company, LLC other | Other | May 30, 2006 | Jul 21, 2010 (1513 d) |
| Christopher Mundt Lamb | Wells Fargo Advisors wirehouse | Old Mission Investment Company, LLC other | Other | May 30, 2006 | Oct 16, 2012 (2331 d) |
| Jeffrey Allen Johnson | Wells Fargo Advisors wirehouse | Old Mission Investment Company, LLC other | Other | May 30, 2006 | Jul 21, 2010 (1513 d) |
Page 1 of 1
6 moves match.