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 Fmb Retirement Services
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 |
|---|---|---|---|---|---|
| Evan Miller | Fmb Wealth Management independent RIA | Fmb Retirement Services other | Other | Sep 25, 2023 | Jul 18, 2012 |
| Kathryn Costas | Fmb Wealth Management independent RIA | Fmb Retirement Services other | Other | Jun 24, 2020 | Dec 1, 2015 |
| Weston Paul Patton | Edward Jones national BD | Fmb Retirement Services institutional | Other | Jun 12, 2018 | Jun 27, 2018 |
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3 moves match.