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 Psi Advisors, 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.

AdvisorFromToTypeLeftRegistered
Marcus Allen BrandenburgIndependent Financial Partners BD affiliatedPsi Advisors, LLC independent RIAAffiliated broker-dealer or bank to independent RIAMay 2, 2019Apr 12, 2019
Mark David ScheidterPrincipal Securities, Inc. otherPsi Advisors, LLC otherOtherMar 7, 2018Mar 8, 2018
Christopher Steven FerrellPrincipal Securities, Inc. otherPsi Advisors, LLC otherOtherMar 7, 2018Mar 9, 2018
Alexander Lee MisartiPrincipal Securities, Inc. otherPsi Advisors, LLC otherOtherMar 7, 2018Mar 5, 2018
Joshua Alan ZimmermanPrincipal Securities, Inc. otherPsi Advisors, LLC otherOtherNov 21, 2017Nov 27, 2017
Brooks Matthew WallingtonPrincipal Securities, Inc. otherPsi Advisors, LLC otherOtherJul 10, 2017Jul 5, 2017
Michele Joi DelsordoLPL Financial LLC otherPsi Advisors, LLC no RAUMOtherApr 26, 2017Jan 10, 2017
Brandan Steven TeaguePrincipal Securities, Inc. otherPsi Advisors, LLC no RAUMOtherNov 16, 2016Jan 18, 2017 (63 d)
Eric Damien EatonPrincipal Securities, Inc. otherPsi Advisors, LLC no RAUMOtherOct 24, 2016Jan 11, 2017 (79 d)
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9 moves match.