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 True Link 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 |
|---|---|---|---|---|---|
| Rafal Gustaw Chochol | Aj Wealth independent RIA | True Link Financial Advisors other | Other | Sep 8, 2022 | Feb 17, 2023 (162 d) |
| Elizabeth Michelle Misak | Aspiriant, LLC independent RIA | True Link Financial Advisors other | Other | Dec 20, 2021 | Jan 4, 2022 |
| Bryan Jeffrey Kreitzberg | Bok Financial Advisors BD affiliated | True Link Financial Advisors other | Other | Sep 4, 2018 | Feb 16, 2022 (1261 d) |
| Peter Joshua Wall | Bok Financial Advisors BD affiliated | True Link Financial Advisors asset manager | Other | Apr 4, 2018 | Feb 14, 2019 (316 d) |
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4 moves match.