DFX Intelligence
RIA Intelligence
Advisor moves
Arrivals at Ares Financial Consulting LLC
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 |
|---|---|---|---|---|---|
| Michael Thomas Lambrakis | Mariner Independent independent RIA | Ares Financial Consulting LLC independent RIA | RIA to RIA | Sep 30, 2024 | Oct 2, 2024 |
| Nathan Eugene Schorsch | Head To Toe Financial Planning unclassified | Ares Financial Consulting LLC independent RIA | Other | Nov 29, 2022 | Sep 7, 2022 |
| Brittney Erin Kolesar | 1st Global Advisors Inc BD affiliated | Ares Financial Consulting LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Oct 8, 2018 | Mar 4, 2026 (2704 d) |
| Nils Roger Wickman | Ameritas Advisory Services other | Ares Financial Consulting LLC independent RIA | Other | Aug 22, 2017 | Aug 1, 2017 |
| Jeffrey T Richter | B. Riley Wealth Advisors, Inc. other | Ares Financial Consulting LLC independent RIA | Other | Mar 18, 2016 | Mar 18, 2016 |
| Christopher Dale Dinterman | Osaic Fa, Inc. other | Ares Financial Consulting LLC independent RIA | Other | Mar 7, 2007 | Feb 14, 2024 (6188 d) |
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6 moves match.