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 Coston, Mcisaac & Shea Financial Advisors
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 |
|---|---|---|---|---|---|
| Ryan Paul Willette | Means Wealth Management independent RIA | Coston, Mcisaac & Shea Financial Advisors independent RIA | RIA to RIA | May 20, 2020 | Mar 11, 2021 (295 d) |
| Ronald J Wrobel | Coston And Mcisaac Investment Advisers, LLC other | Coston, Mcisaac & Shea Financial Advisors other | Other | Jan 26, 2016 | Aug 21, 2015 |
| Chester Gary Lloyd | Coston And Mcisaac Investment Advisers, LLC other | Coston, Mcisaac & Shea Financial Advisors no RAUM | Other | Jan 22, 2016 | Jun 24, 2015 |
| Andrew Robert Shea | Signator Investors, Inc. other | Coston, Mcisaac & Shea Financial Advisors other | Other | Aug 4, 2015 | Aug 21, 2015 |
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4 moves match.