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 Barber Financial Group

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.

AdvisorFromToTypeLeftRegistered
Ryan Joseph PottsWr Wealth Planners LLC independent RIABarber Financial Group independent RIARIA to RIAJan 5, 2022Jan 6, 2022
Christopher Joseph RettRichard W. Paul & Associates, LLC independent RIABarber Financial Group independent RIARIA to RIAJan 28, 2021Mar 3, 2021 (34 d)
Kenneth Lawrence OsiwalaOsiwala Financial Group, LLC unclassifiedBarber Financial Group otherOtherDec 14, 2017Jul 14, 2017
Kyle Michael AkersOsiwala Financial Group, LLC unclassifiedBarber Financial Group otherOtherDec 14, 2017Jul 14, 2017
Peter E WargoNational Planning Corporation ("Npc Of America" In Fl & Ny) otherBarber Financial Group independent RIAOtherJun 26, 2017Jan 24, 2019 (577 d)
Risdan Depaul KasperNational Planning Corporation ("Npc Of America" In Fl & Ny) otherBarber Financial Group otherOtherOct 5, 2016Aug 18, 2016
Charles M. KasperNational Planning Corporation ("Npc Of America" In Fl & Ny) otherBarber Financial Group otherOtherOct 3, 2016Aug 18, 2016
Frank Dean BarberNational Planning Corporation ("Npc Of America" In Fl & Ny) otherBarber Financial Group otherOtherSep 19, 2016Oct 25, 2010
Bruce Taylor GodkeNational Planning Corporation ("Npc Of America" In Fl & Ny) otherBarber Financial Group otherOtherAug 29, 2016Jan 3, 2011
Eric John SheerinNational Planning Corporation ("Npc Of America" In Fl & Ny) otherBarber Financial Group otherOtherAug 29, 2016Jan 3, 2011
Erik OlsonNational Planning Corporation ("Npc Of America" In Fl & Ny) otherBarber Financial Group otherOtherAug 26, 2016Jul 22, 2016
Craig James SneddenCreativeone Securities, LLC otherBarber Financial Group otherOtherFeb 9, 2016Apr 13, 2016 (64 d)
Michael Shane BarberNational Planning Corporation ("Npc Of America" In Fl & Ny) otherBarber Financial Group otherOtherJan 15, 2015Jan 3, 2011
Melissa Jane EllisNational Planning Corporation ("Npc Of America" In Fl & Ny) otherBarber Financial Group otherOtherSep 3, 2014Jan 3, 2011
Kevin Clinton LoydNational Planning Corporation ("Npc Of America" In Fl & Ny) otherBarber Financial Group otherOtherDec 17, 2013Jun 10, 2013
Christopher James KnowlesEdward Jones national BDBarber Financial Group otherOtherMay 15, 2009Jan 3, 2011 (598 d)
Steven Charles BaneAmeriprise Financial Services, LLC national BDBarber Financial Group otherOtherNov 26, 2008Nov 6, 2013 (1806 d)
Craig Allan BaneAmeriprise Financial Services, LLC national BDBarber Financial Group otherOtherOct 11, 2007Jan 23, 2014 (2296 d)
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18 moves match.