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 Northwest Advisors, Inc.
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 |
|---|---|---|---|---|---|
| William Douglas Mccullough | Citizens Securities, Inc. other | Northwest Advisors, Inc. other | Other | Mar 16, 2016 | Mar 23, 2016 |
| Ryan Arthur Weigle | Cetera Investment Advisers LLC other | Northwest Advisors, Inc. other | Other | Feb 2, 2015 | Feb 4, 2015 |
| David M Garres | Huntington Financial Advisors other | Northwest Advisors, Inc. other | Other | Aug 20, 2012 | Jan 8, 2013 (141 d) |
| Joseph Patrick Colosimo | Obs Financial other | Northwest Advisors, Inc. other | Other | Mar 1, 2012 | Oct 31, 2011 |
| Drew Adam Ecklund | Obs Financial other | Northwest Advisors, Inc. other | Other | Nov 1, 2011 | Oct 31, 2011 |
| Toni Lynne Paup | Obs Financial other | Northwest Advisors, Inc. other | Other | Nov 1, 2011 | Oct 31, 2011 |
| Brian Scott Liptak | Uvest Financial Services Group, Inc. unclassified | Northwest Advisors, Inc. other | Other | Oct 15, 2008 | Oct 31, 2011 (1111 d) |
| Keith T Lohm | Cuna Brokerage Services, Inc. other | Northwest Advisors, Inc. other | Other | Jun 19, 2006 | Nov 12, 2013 (2703 d) |
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8 moves match.