DFX Intelligence

RIA Intelligence

Advisor moves

Arrivals at Ria Wealth Advisors, 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
Christopher Kingsley LarochelleRia Advisors independent RIARia Wealth Advisors, LLC independent RIARIA to RIAJul 28, 2023Feb 22, 2023
John Edward LeveeRia Advisors independent RIARia Wealth Advisors, LLC independent RIARIA to RIAJul 20, 2023Feb 15, 2023
Derek Brandt LeveeRia Advisors independent RIARia Wealth Advisors, LLC independent RIARIA to RIAJul 20, 2023Mar 13, 2023
Chris Edward LiebumRia Advisors independent RIARia Wealth Advisors, LLC independent RIARIA to RIAOct 3, 2022Jun 26, 2022
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4 moves match.