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 Kistler-Tiffany Advisors
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 |
|---|---|---|---|---|---|
| Larry Letterio | Altair Management Partners, Inc. independent RIA | Kistler-Tiffany Advisors independent RIA | RIA to RIA | Dec 31, 2022 | Dec 6, 2022 |
| Gordon Pealock | Edward Jones national BD | Kistler-Tiffany Advisors other | Other | Jan 10, 2013 | Jan 14, 2013 |
| Douglas Lee Hall | Asher Financial Advisors, L.L.C. unclassified | Kistler-Tiffany Advisors other | Other | Jun 16, 2009 | Jan 7, 2013 (1301 d) |
| Jaclyn Marie Swavely | Advice And Planning Services other | Kistler-Tiffany Advisors other | Other | Jun 19, 2008 | Jul 31, 2008 (42 d) |
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4 moves match.