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 N1 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 |
|---|---|---|---|---|---|
| Stephen Christopher Target | Pillar Wealth Advisors, LLC other | N1 Advisors other | Other | Jun 10, 2016 | Jul 14, 2016 (34 d) |
| Brian Robert Schmuke | M Holdings Securities, Inc. other | N1 Advisors other | Other | Aug 21, 2014 | Sep 5, 2014 |
| Eric Christopher Pressler | M Holdings Securities, Inc. other | N1 Advisors other | Other | May 10, 2011 | Sep 24, 2008 |
| Scott Roger Snyder | M Holdings Securities, Inc. other | N1 Advisors other | Other | May 10, 2011 | Sep 24, 2008 |
| Jennifer Hickman Campisi | M Holdings Securities, Inc. other | N1 Advisors other | Other | May 10, 2011 | Sep 24, 2008 |
| Brian Jason Carney | Securian Financial Services, Inc. other | N1 Advisors other | Other | Feb 24, 2009 | Oct 8, 2010 (591 d) |
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6 moves match.