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 Advisory Services, Inc.

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
Drew Morgan MarinelliGerber Kawasaki Wealth & Investment Management independent RIAIbn Advisory Services, Inc. independent RIARIA to RIAAug 18, 2025Apr 18, 2025
George Allen Yackey JrSummit Global Investments, LLC mixed wealthIbn Advisory Services, Inc. independent RIARIA to RIAFeb 3, 2025Feb 4, 2025
Kyle Thomas KadishTrust Advisory Group Ltd independent RIAIbn Advisory Services, Inc. independent RIARIA to RIAOct 30, 2023Oct 30, 2023
Peter ScidaIbn Financial Services, Inc independent RIAIbn Advisory Services, Inc. independent RIARIA to RIAFeb 6, 2023Apr 13, 2021
Austin Bickford KingSutter Capital Partners, LLC unclassifiedIbn Advisory Services, Inc. independent RIAOtherMay 19, 2021Apr 8, 2022 (324 d)
Robert Mark StarStarvangrouw Financial unclassifiedIbn Advisory Services, Inc. independent RIAOtherDec 31, 2020Dec 18, 2020
Timothy Daniel NihillIbn Financial Services, Inc independent RIAIbn Advisory Services, Inc. independent RIARIA to RIADec 31, 2019Dec 13, 2022 (1078 d)
Joseph Edward StorzingerAmeriprise Financial Services, LLC national BDIbn Advisory Services, Inc. independent RIAAffiliated broker-dealer or bank to independent RIAMar 7, 2017Jan 23, 2023 (2148 d)
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8 moves match.