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 Rebel Financial, 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.

AdvisorFromToTypeLeftRegistered
Christina Maria PovenmireCmp Financial Planning unclassifiedRebel Financial, LLC independent RIAOtherDec 31, 2023Mar 28, 2022
Barry Kenneth JamiesonCmp Financial Planning unclassifiedRebel Financial, LLC independent RIAOtherDec 31, 2023Mar 11, 2022
Anthony Rainer JonesPnc Wealth Management otherRebel Financial, LLC independent RIAOtherOct 15, 2015Oct 30, 2015
William Phillip RatcliffEquitable Advisors, LLC national BDRebel Financial, LLC independent RIAAffiliated broker-dealer or bank to independent RIASep 9, 2013Aug 27, 2013
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4 moves match.