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 Ancora Retirement Plan 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Kevin Patrick Vaillancourt | Cbiz Investment Advisory Services, LLC other | Ancora Retirement Plan Advisors, LLC other | Other | Feb 3, 2020 | Mar 4, 2024 (1491 d) |
| William John Manby | Woodbury Financial Services, Inc. other | Ancora Retirement Plan Advisors, LLC other | Other | Dec 31, 2008 | Jan 2, 2009 |
| Peter Lawrence Mooney | Waterstone Financial Group, Inc. unclassified | Ancora Retirement Plan Advisors, LLC other | Other | May 11, 2007 | May 10, 2007 |
| John Edward Danch | Waterstone Financial Group, Inc. unclassified | Ancora Retirement Plan Advisors, LLC other | Other | May 11, 2007 | May 10, 2007 |
| William Michael Koenig | Waterstone Financial Group, Inc. unclassified | Ancora Retirement Plan Advisors, LLC other | Other | Dec 4, 2006 | Jun 7, 2007 (185 d) |
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5 moves match.