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 Independence 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
Stephen John Haney	Osaic Fa, Inc. BD affiliated	Independence Advisors, LLC independent RIA	Affiliated broker-dealer or bank to independent RIA	Dec 11, 2018	Dec 21, 2018
Leslie Ann Young	Kistler-Tiffany Advisors other	Independence Advisors, LLC other	Other	Jan 20, 2016	Feb 16, 2016
Patrick Dominic Melvin	Esi Financial Advisors other	Independence Advisors, LLC other	Other	Oct 2, 2015	Nov 9, 2015 (38 d)
Charles Richard Korger	Sage Financial Group Inc. other	Independence Advisors, LLC other	Other	Jan 28, 2013	Jan 24, 2013
Charles Philip Boinske	Independence Advisors Inc unclassified	Independence Advisors, LLC other	Other	Jul 9, 2010	Jun 15, 2010
Mark Anthony Rioboli	Independence Advisors Inc unclassified	Independence Advisors, LLC other	Other	Jul 9, 2010	Jun 15, 2010
Christina Mc Cullough	Independence Advisors Inc unclassified	Independence Advisors, LLC other	Other	Jul 9, 2010	Jun 15, 2010
Patrick Dennis Runyen	Blue Bell Private Wealth Management, LLC other	Independence Advisors, LLC other	Other	Oct 16, 2008	Mar 13, 2015 (2339 d)

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8 moves match.