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 Aquilant 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 |
|---|---|---|---|---|---|
| Charolette Lynn Mckinney | American Portfolios Advisors, Inc independent RIA | Aquilant Advisors independent RIA | RIA to RIA | Apr 29, 2021 | Apr 27, 2021 |
| Brett Alan Parker | Osaic Wealth, Inc. BD affiliated | Aquilant Advisors independent RIA | Affiliated broker-dealer or bank to independent RIA | Mar 15, 2019 | Apr 9, 2019 |
| Todd Allen Nye | Independent Financial Group, LLC BD affiliated | Aquilant Advisors independent RIA | Affiliated broker-dealer or bank to independent RIA | Oct 19, 2018 | Oct 24, 2018 |
| Steven Edward Farris | Cambridge Investment Research Advisors, Inc. other | Aquilant Advisors independent RIA | Other | Oct 21, 2016 | Mar 22, 2016 |
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4 moves match.