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 Rpa Financial, 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 |
|---|---|---|---|---|---|
| Todd Everett Timmerman | LPL Financial LLC independent RIA | Rpa Financial, LLC other | Other | Oct 8, 2018 | Oct 1, 2018 |
| Curtis Lee Knorr | Ronald Blue & Co., LLC other | Rpa Financial, LLC institutional | Other | Aug 1, 2017 | Feb 20, 2020 (933 d) |
| David John Witz | Nrp Financial, Inc. unclassified | Rpa Financial, LLC institutional | Other | Aug 1, 2007 | Jan 1, 2026 (6728 d) |
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3 moves match.