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 Benchmark Investment 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 |
|---|---|---|---|---|---|
| David Allan Eltringham | Wealthquest Corporation independent RIA | Benchmark Investment Advisors LLC independent RIA | RIA to RIA | Jul 3, 2018 | Jul 12, 2018 |
| Matthew David Eltringham | Wealthquest Corporation independent RIA | Benchmark Investment Advisors LLC independent RIA | RIA to RIA | Jul 3, 2018 | Jul 12, 2018 |
| Jamie Anthony Tebbe | Pro Style Financial unclassified | Benchmark Investment Advisors LLC other | Other | Dec 27, 2016 | Dec 17, 2013 |
| John Patrick Swift | Swift Wealth Management unclassified | Benchmark Investment Advisors LLC no RAUM | Other | Mar 6, 2012 | Jan 19, 2012 |
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4 moves match.