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 Mission Trails Financial
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 |
|---|---|---|---|---|---|
| Bryan Eugene Pridmore | Krause Wealth Management, LLC unclassified | Mission Trails Financial independent RIA | Other | Oct 18, 2019 | Dec 10, 2019 (53 d) |
| John M Kevan | Ashton Stewart Advisory Services unclassified | Mission Trails Financial independent RIA | Other | Dec 31, 2016 | Sep 17, 2015 |
| Brigand Wade Kline | Nautilus Advisors LLC other | Mission Trails Financial independent RIA | Other | Feb 1, 2016 | Jul 27, 2015 |
| Laila Khosroabadi | Nautilus Advisors LLC other | Mission Trails Financial independent RIA | Other | Jul 20, 2015 | Oct 2, 2015 (74 d) |
| Steven Farley Bliss | Nautilus Advisors LLC other | Mission Trails Financial independent RIA | Other | Sep 23, 2011 | Nov 6, 2015 (1505 d) |
Page 1 of 1
5 moves match.