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 Hauser Retirement Solutions 2 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 |
|---|---|---|---|---|---|
| Taji Jacob | Newport Group Consulting, LLC institutional | Hauser Retirement Solutions 2 LLC institutional | Other | Dec 26, 2024 | Jan 21, 2025 |
| Jacob Thomas Beckman | Morgan Stanley wirehouse | Hauser Retirement Solutions 2 LLC institutional | Other | Apr 30, 2024 | May 5, 2024 |
| Martha Shanks Allman | Hauser Retirement Solutions, LLC unclassified | Hauser Retirement Solutions 2 LLC institutional | Other | Jun 15, 2022 | Feb 2, 2022 |
| Jessica Elizabeth Singer | Hauser Retirement Solutions, LLC unclassified | Hauser Retirement Solutions 2 LLC institutional | Other | Jun 15, 2022 | Jun 15, 2022 |
| Brian M Kilby | Hauser Retirement Solutions, LLC unclassified | Hauser Retirement Solutions 2 LLC institutional | Other | Jun 15, 2022 | Feb 2, 2022 |
| Robert Henry Nelson | Hauser Retirement Solutions, LLC unclassified | Hauser Retirement Solutions 2 LLC institutional | Other | Feb 11, 2022 | Feb 2, 2022 |
| Christa Jo Kreinest | Morgan Stanley wirehouse | Hauser Retirement Solutions 2 LLC institutional | Other | Sep 30, 2016 | Jun 9, 2021 (1713 d) |
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7 moves match.