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 Yeske Buie Inc.
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 |
|---|---|---|---|---|---|
| Timothy William Connolly | Griffin Black, LLC independent RIA | Yeske Buie Inc. independent RIA | RIA to RIA | Feb 20, 2024 | Dec 17, 2024 (301 d) |
| Rachel Sung-Hee Shin | Fmb Wealth Management independent RIA | Yeske Buie Inc. independent RIA | RIA to RIA | Oct 1, 2021 | Nov 9, 2021 (39 d) |
| Sydney Marie Woodward | Forum Financial Management, LP independent RIA | Yeske Buie Inc. independent RIA | RIA to RIA | Jun 21, 2021 | Sep 15, 2022 (451 d) |
| Kaitlin Yardley | Schaeffer Financial LLC other | Yeske Buie Inc. other | Other | Jul 21, 2010 | Aug 24, 2010 (34 d) |
| David Brent Yeske | Yeske & Co Inc unclassified | Yeske Buie Inc. other | Other | Dec 5, 2008 | Aug 28, 2007 |
| Elissa Pauline Buie | Financial Planning Group, Inc. unclassified | Yeske Buie Inc. other | Other | Nov 21, 2008 | Nov 24, 2008 |
| Elizabeth Mcmanus Remick | Financial Planning Group, Inc. unclassified | Yeske Buie Inc. other | Other | Nov 21, 2008 | Oct 25, 2007 |
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7 moves match.