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 Ibn Asset Management, 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 |
|---|---|---|---|---|---|
| Andrew Louis Toshie | Prospera Financial Services, Inc. independent RIA | Ibn Asset Management, LLC other | Other | Oct 1, 2020 | Jan 6, 2026 (1923 d) |
| Cindy Ball Toshie | Prospera Financial Services, Inc. independent RIA | Ibn Asset Management, LLC institutional | Other | Oct 1, 2020 | Nov 1, 2022 (761 d) |
| Bradley James Lukens | Prospera Financial Services, Inc. independent RIA | Ibn Asset Management, LLC other | Other | Oct 1, 2020 | Jan 5, 2026 (1922 d) |
| Erik Nicholas Hagge | Ek Riley Investments, LLC other | Ibn Asset Management, LLC institutional | Other | Dec 31, 2015 | Oct 30, 2017 (669 d) |
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4 moves match.