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 Telemus Capital, 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
Ari David FischmanEagle Strategies LLC BD affiliatedTelemus Capital, LLC independent RIAAffiliated broker-dealer or bank to independent RIANov 20, 2020Dec 4, 2020
Matthew Ross HecklerCerity Partners LLC mixed wealthTelemus Capital, LLC independent RIARIA to RIAAug 6, 2020Sep 10, 2020 (35 d)
Kyle Patrick DealHuber Financial independent RIATelemus Capital, LLC independent RIARIA to RIAFeb 14, 2020Mar 13, 2020
Thomas Arturo MunozEquitable Advisors, LLC national BDTelemus Capital, LLC independent RIAAffiliated broker-dealer or bank to independent RIADec 31, 2019Jan 7, 2020
Lauren Michelle GenuardiBarrington Strategic Wealth Management Group LLC otherTelemus Capital, LLC otherOtherNov 16, 2017Nov 16, 2017
Matthew John MuellerBarrington Strategic Wealth Management Group LLC otherTelemus Capital, LLC otherOtherNov 16, 2017Nov 16, 2017
Luke M SchilloBarrington Strategic Wealth Management Group LLC otherTelemus Capital, LLC otherOtherNov 15, 2017Nov 15, 2017
Mary Meneely WilsonCig Asset Management, Inc. otherTelemus Capital, LLC otherOtherMay 12, 2015Jun 4, 2015
Adam Matthew PawloskiRaymond James & Associates, Inc. national BDTelemus Capital, LLC otherOtherMay 5, 2015May 5, 2015
Laura Ann TessmerPlante Moran Financial Advisors otherTelemus Capital, LLC otherOtherApr 1, 2015May 8, 2015 (37 d)
Todd Andrew GoldmanRBC Securities, Inc. otherTelemus Capital, LLC otherOtherSep 30, 2014Oct 9, 2014
William Andrew WallbankTelemus Investment Management, LLC otherTelemus Capital, LLC otherOtherSep 16, 2013Sep 13, 2013
Thomas Edward UberTelemus Investment Management, LLC otherTelemus Capital, LLC otherOtherSep 12, 2013Sep 13, 2013
Robert Allen StoneTelemus Investment Management, LLC otherTelemus Capital, LLC otherOtherSep 12, 2013Sep 13, 2013
Charlene Grace ReardonTelemus Investment Management, LLC otherTelemus Capital, LLC otherOtherSep 12, 2013Sep 12, 2013
Lyle Matthew WolbergTelemus Investment Management, LLC otherTelemus Capital, LLC otherOtherSep 12, 2013Sep 12, 2013
Bernard Steven KentTelemus Investment Management, LLC otherTelemus Capital, LLC otherOtherSep 12, 2013Sep 13, 2013
John Edward SteinTelemus Investment Management, LLC otherTelemus Capital, LLC otherOtherSep 12, 2013Sep 13, 2013
Andrew R BassTelemus Wealth Advisors, LLC otherTelemus Capital, LLC otherOtherSep 12, 2013Sep 13, 2013
Joshua Saul LevineTelemus Wealth Advisors, LLC otherTelemus Capital, LLC otherOtherSep 12, 2013Sep 12, 2013
Brian Patrick BabcockTelemus Investment Management, LLC otherTelemus Capital, LLC otherOtherSep 12, 2013Sep 13, 2013
Jeff Adron CheekBeacon Asset Management, LLC otherTelemus Capital, LLC otherOtherSep 12, 2013Sep 13, 2013
Charles Edward DabrowskiTelemus Investment Management, LLC otherTelemus Capital, LLC otherOtherSep 12, 2013Sep 13, 2013
Mary Faessler BakhausTelemus Investment Management, LLC otherTelemus Capital, LLC otherOtherSep 12, 2013Sep 12, 2013
Michael Anthony ContiAmeriprise Financial Services, LLC national BDTelemus Capital, LLC otherOtherAug 27, 2013Nov 27, 2013 (92 d)
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25 moves match.