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 Benchmark 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 |
|---|---|---|---|---|---|
| Caleb Lee Ray | Vanguard Advisers, Inc. BD affiliated | Benchmark Financial, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jul 24, 2024 | Jul 8, 2024 |
| Jacob Dorsey Weaver | Lau Associates LLC independent RIA | Benchmark Financial, LLC independent RIA | RIA to RIA | Nov 8, 2019 | Jun 10, 2022 (945 d) |
| Richard Christopher Jakotowicz | Tfg Wealth Management, LLC independent RIA | Benchmark Financial, LLC independent RIA | RIA to RIA | May 14, 2018 | Jun 25, 2018 (42 d) |
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3 moves match.