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 Skyline Advisors, 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 |
|---|---|---|---|---|---|
| Thomas David Liddell | Wells Fargo Advisors wirehouse | Skyline Advisors, Inc. independent RIA | Wirehouse to independent RIA | Aug 1, 2023 | Aug 1, 2024 (366 d) |
| Sarah Elisabeth Louise Arnold | Moloney Securities Asset Management LLC BD affiliated | Skyline Advisors, Inc. independent RIA | Affiliated broker-dealer or bank to independent RIA | Feb 27, 2018 | Jan 31, 2019 (338 d) |
| Mark Leigh Wallace | Bay City Financial Services Inc other | Skyline Advisors, Inc. no RAUM | Other | Oct 3, 2015 | May 5, 2015 |
| Mark Clifford Logan | Fairhaven Financial Advisors, Inc. other | Skyline Advisors, Inc. no RAUM | Other | Oct 1, 2015 | May 5, 2015 |
| Deka Bree Wiebusch | Fairhaven Financial Advisors, Inc. other | Skyline Advisors, Inc. no RAUM | Other | Oct 1, 2015 | May 5, 2015 |
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5 moves match.