DFX Intelligence
RIA Intelligence
Advisor moves
Arrivals at Rai Wealth Management
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 |
|---|---|---|---|---|---|
| James Patrick Ripley | Richey Advisors, Inc. other | Rai Wealth Management independent RIA | Other | Nov 26, 2015 | Feb 11, 2020 (1538 d) |
| Terri Grassi | Richey Advisors, Inc. other | Rai Wealth Management independent RIA | Other | Nov 26, 2015 | Oct 15, 2015 |
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2 moves match.