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 Kusske Financial, 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Travis Lee Buck | Independent Financial Group, LLC BD affiliated | Kusske Financial, Inc. state registered | Affiliated broker-dealer or bank to a state-registered adviser | Aug 7, 2023 | Jan 16, 2020 |
| Anthony Robert Johnson | Independent Financial Group, LLC BD affiliated | Kusske Financial, Inc. state registered | Affiliated broker-dealer or bank to a state-registered adviser | Apr 19, 2023 | Dec 6, 2023 (231 d) |
| Brett Kusske | Independent Financial Group, LLC BD affiliated | Kusske Financial, Inc. state registered | Affiliated broker-dealer or bank to a state-registered adviser | Jan 19, 2022 | Jan 16, 2020 |
Page 1 of 1
3 moves match.