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 Kreitler 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.

AdvisorFromToTypeLeftRegistered
Bernadette Therese Wan Yu HuangRaymond James Financial Services Advisors, Inc BD affiliatedKreitler Financial LLC no RAUMAffiliated broker-dealer or bank to a newly registered adviserJul 10, 2020Jul 1, 2020
Charles Francis KreitlerRaymond James Financial Services Advisors, Inc BD affiliatedKreitler Financial LLC no RAUMAffiliated broker-dealer or bank to a newly registered adviserJul 10, 2020Jul 1, 2020
Jacob William NessRaymond James Financial Services Advisors, Inc BD affiliatedKreitler Financial LLC no RAUMAffiliated broker-dealer or bank to a newly registered adviserJul 10, 2020Jul 1, 2020
Beau T TillinghastRaymond James Financial Services Advisors, Inc BD affiliatedKreitler Financial LLC no RAUMAffiliated broker-dealer or bank to a newly registered adviserJul 10, 2020Jul 1, 2020
Dwayne Michael TyrilRaymond James Financial Services Advisors, Inc BD affiliatedKreitler Financial LLC no RAUMAffiliated broker-dealer or bank to a newly registered adviserJul 10, 2020Jul 1, 2020
Alyse Rose UzarskiJ.P. Morgan Securities LLC wirehouseKreitler Financial LLC independent RIAWirehouse to independent RIAMar 20, 2014Oct 28, 2021 (2779 d)
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6 moves match.