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 Pelican Wealth 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 |
|---|---|---|---|---|---|
| Joseph Frederick Rambow | Aim Wealth, LLC no RAUM | Pelican Wealth Advisors, LLC state registered | Other | May 15, 2023 | Dec 21, 2022 |
| Andrew Christopher Baker | Securian Financial Services, Inc. other | Pelican Wealth Advisors, LLC state registered | Other | Aug 5, 2015 | Oct 19, 2015 (75 d) |
| Gary William Medley | Ic Advisory Services, Inc. other | Pelican Wealth Advisors, LLC state registered | Other | May 20, 2014 | Jun 2, 2014 |
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3 moves match.