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 Keatsconnelly

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
John Bradford Flecke	1776 Wealth Architects, LLC unclassified	Keatsconnelly independent RIA	Other	Jan 20, 2018	Jul 16, 2018 (177 d)
Peter John Henry	Churchill Management Group other	Keatsconnelly other	Other	Oct 17, 2016	Sep 6, 2017 (324 d)
Nathaniel Gjermund Gehring	United Capital Financial Advisors other	Keatsconnelly other	Other	Mar 28, 2014	Jul 8, 2014 (102 d)
Robert Francis Keats	Cross Border Tax & Accounting, LLC unclassified	Keatsconnelly other	Other	Oct 21, 2011	Feb 13, 2009
Peter Eickelberg	Cross Border Tax & Accounting, LLC unclassified	Keatsconnelly other	Other	Oct 21, 2011	Feb 13, 2009
John Bradford Flecke	Cross Border Tax & Accounting, LLC unclassified	Keatsconnelly other	Other	Oct 21, 2011	May 29, 2009
Sally Ann Taylor	Cross Border Tax & Accounting, LLC unclassified	Keatsconnelly other	Other	Oct 21, 2011	Feb 13, 2009
Bryant Elias Andrus	Cross Border Tax & Accounting, LLC unclassified	Keatsconnelly other	Other	Oct 21, 2011	Feb 27, 2009
Dale Andrew Phillips	Cross Border Tax & Accounting, LLC unclassified	Keatsconnelly other	Other	Oct 21, 2011	Apr 9, 2009
Brad Lee Reichert	MML Investors Services, LLC other	Keatsconnelly other	Other	Jun 16, 2011	Nov 19, 2013 (887 d)

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10 moves match.