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 Titan Retirement 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 |
|---|---|---|---|---|---|
| Anthony Joseph Lopez | LPL Financial LLC other | Titan Retirement Advisors LLC independent RIA | Other | Aug 15, 2016 | Aug 5, 2016 |
| Christopher Scott Hacker | Financial Telesis, Inc. other | Titan Retirement Advisors LLC independent RIA | Other | Sep 11, 2014 | May 23, 2013 |
| Joshua John Coughran | Coughran Capital Management, LLC unclassified | Titan Retirement Advisors LLC independent RIA | Other | Aug 2, 2011 | Jun 5, 2013 (673 d) |
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3 moves match.