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 Pension Builders And Consultants
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 |
|---|---|---|---|---|---|
| Raymond Bradley Brown | Osaic Wealth, Inc. other | Pension Builders And Consultants other | Other | Feb 17, 2015 | Feb 4, 2015 |
| Christopher Jay Twining | New England Securities Corporation other | Pension Builders And Consultants other | Other | Sep 3, 2013 | Feb 23, 2015 (538 d) |
| Wendy Kouvaras | Rehmann Wealth other | Pension Builders And Consultants no RAUM | Other | Nov 26, 2012 | Jul 24, 2012 |
| Lois J. Gregory | Rehmann Wealth other | Pension Builders And Consultants no RAUM | Other | Nov 26, 2012 | Jul 24, 2012 |
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4 moves match.