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 River Street Advisors, LLC
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 |
|---|---|---|---|---|---|
| Christopher Joseph Laporta | Midland Wealth Management other | River Street Advisors, LLC independent RIA | Other | Feb 16, 2024 | Jan 29, 2024 |
| Yamilet Suarez | LPL Financial LLC independent RIA | River Street Advisors, LLC other | Other | Apr 22, 2019 | Mar 26, 2019 |
| Tamara K Wiley | Calamos Wealth Management LLC other | River Street Advisors, LLC other | Other | May 15, 2014 | May 28, 2014 |
| Richard A. Gartelmann | LPL Financial LLC other | River Street Advisors, LLC other | Other | Jan 2, 2013 | Dec 12, 2011 |
| Jacqueline Ann Runnberg | Bmo Harris Financial Advisors, Inc other | River Street Advisors, LLC other | Other | Apr 30, 2012 | Aug 18, 2015 (1205 d) |
| Steven C Meves | M&I Investment Management Corp. other | River Street Advisors, LLC other | Other | Nov 23, 2011 | Oct 5, 2016 (1778 d) |
| Stewart Allen Beach | LPL Financial LLC other | River Street Advisors, LLC other | Other | Jul 20, 2011 | Jun 8, 2010 |
| Gery Joseph Sadzewicz | Fiduciary First Advisors, LLC other | River Street Advisors, LLC other | Other | Apr 9, 2011 | Jun 9, 2010 |
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8 moves match.