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 Inspirion 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 |
|---|---|---|---|---|---|
| Erika Lee Bateman | Strategic Advisers LLC national BD | Inspirion Wealth Advisors, LLC other | Other | Aug 18, 2014 | Nov 11, 2014 (85 d) |
| Noah Abram Seidenberg | LPL Financial LLC other | Inspirion Wealth Advisors, LLC no RAUM | Other | Nov 27, 2012 | Oct 16, 2012 |
| Myron Edward Hazen | LPL Financial LLC other | Inspirion Wealth Advisors, LLC no RAUM | Other | Nov 27, 2012 | Oct 17, 2012 |
| Richard Hartford Kolb | Libertyville Financial Group, Ltd. unclassified | Inspirion Wealth Advisors, LLC no RAUM | Other | Jan 26, 2011 | Oct 16, 2012 (629 d) |
| Richard Alan Young | Libertyville Financial Group, Ltd. unclassified | Inspirion Wealth Advisors, LLC no RAUM | Other | Jan 26, 2011 | Oct 16, 2012 (629 d) |
| Mark David Holmertz | Libertyville Financial Group, Ltd. unclassified | Inspirion Wealth Advisors, LLC no RAUM | Other | Jan 26, 2011 | Oct 16, 2012 (629 d) |
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6 moves match.