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 Callahan 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 |
|---|---|---|---|---|---|
| Albert Bernard Vonderheide | LPL Financial LLC other | Callahan Financial other | Other | Mar 22, 2017 | Oct 3, 2016 |
| Joseph Patrick Callahan | LPL Financial LLC other | Callahan Financial no RAUM | Other | Aug 26, 2016 | Apr 1, 2016 |
| Kevin James Egan | LPL Financial LLC other | Callahan Financial no RAUM | Other | Aug 26, 2016 | Apr 1, 2016 |
| Daniel Stuart Schmitz | LPL Financial LLC other | Callahan Financial no RAUM | Other | Jun 20, 2016 | Apr 1, 2016 |
| Jeffrey Allen Creek | Hcm Wealth Advisors other | Callahan Financial other | Other | Sep 11, 2015 | Feb 14, 2017 (522 d) |
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5 moves match.