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 Measured Financial
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 |
|---|---|---|---|---|---|
| Steven Louis Sanders | Independent Financial Group, LLC independent RIA | Measured Financial state registered | RIA to a state-registered adviser | Nov 24, 2020 | Nov 30, 2020 |
| Alexander M Gibbs | Independent Financial Group, LLC independent RIA | Measured Financial state registered | RIA to a state-registered adviser | Nov 27, 2019 | Dec 4, 2019 |
| Eric J Chmielewski | Staines Financial, LLC independent RIA | Measured Financial state registered | RIA to a state-registered adviser | Nov 15, 2019 | Jan 13, 2020 (59 d) |
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3 moves match.