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 Great Lakes Retirement Solutions, Inc.
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 |
|---|---|---|---|---|---|
| Zachery Wawrzyniak Smith | Richmark Private Wealth Management state registered | Great Lakes Retirement Solutions, Inc. state registered | Other | Mar 23, 2023 | Sep 5, 2025 (897 d) |
| Matthew Allan Starke | Professional Analysts, LLC state registered | Great Lakes Retirement Solutions, Inc. state registered | Other | Aug 27, 2013 | Apr 10, 2023 (3513 d) |
Page 1 of 1
2 moves match.