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 Helmstar Wealth Management
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 |
|---|---|---|---|---|---|
| Peter James Butler | World Investment Advisors, LLC institutional | Helmstar Wealth Management independent RIA | Other | Dec 20, 2022 | Feb 28, 2023 (70 d) |
| Robert Harley Flagler | Clear Creek Financial Management, LLC independent RIA | Helmstar Wealth Management independent RIA | RIA to RIA | Nov 18, 2022 | Dec 2, 2022 |
| Brandee Lynn Schuelke | Mcmillen & Company, Inc. other | Helmstar Wealth Management independent RIA | Other | Oct 30, 2020 | Nov 2, 2020 |
| Joseph Michael Piscione | Trek Financial other | Helmstar Wealth Management other | Other | Oct 1, 2013 | Oct 1, 2013 |
| Brian James Wiley | Brokersxpress LLC other | Helmstar Wealth Management other | Other | Sep 10, 2009 | Oct 19, 2009 (39 d) |
| Robb Henry Schober | Osaic Fa, Inc. other | Helmstar Wealth Management other | Other | May 25, 2004 | Oct 19, 2009 (1973 d) |
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6 moves match.