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 Schulz Wealth, Ltd.
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 |
|---|---|---|---|---|---|
| Melyssa Cantu-Matkovich | Waddell & Reed other | Schulz Wealth, Ltd. independent RIA | Other | Mar 19, 2018 | Apr 11, 2018 |
| Laura Lee Meyers | Strategic Advisers LLC national BD | Schulz Wealth, Ltd. independent RIA | Affiliated broker-dealer or bank to independent RIA | Mar 4, 2015 | Mar 23, 2015 |
| Robert Rankin Schulz | Cambridge Investment Research Advisors, Inc. other | Schulz Wealth, Ltd. independent RIA | Other | Oct 14, 2014 | Sep 30, 2014 |
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3 moves match.