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 Retirement Income Strategies, 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
Tyler McconvilleAvantax Advisory Services BD affiliatedRetirement Income Strategies, LLC independent RIAAffiliated broker-dealer or bank to independent RIAAug 19, 2025Aug 28, 2025
Jeremy John McarthurCetera Investment Advisers LLC BD affiliatedRetirement Income Strategies, LLC independent RIAAffiliated broker-dealer or bank to independent RIAJan 30, 2025Feb 9, 2025
Christa Liane Rubenzer SchonscheckNorthwestern Mutual Investment Services,LLC no RAUMRetirement Income Strategies, LLC independent RIAOtherJul 11, 2024Nov 13, 2024 (125 d)
Benjamin Scott HeidemannEcio, Inc. institutionalRetirement Income Strategies, LLC independent RIAOtherMay 3, 2024May 8, 2024
Devin LowenbergSagespring Wealth Partners independent RIARetirement Income Strategies, LLC independent RIARIA to RIAMay 2, 2023May 3, 2023
Kristian L FinfrockKalos Management BD affiliatedRetirement Income Strategies, LLC independent RIAAffiliated broker-dealer or bank to independent RIAJul 11, 2022Jan 1, 2026 (1270 d)
Marissa Ann EversUncommon Cents Investing independent RIARetirement Income Strategies, LLC independent RIARIA to RIAJun 8, 2022Sep 27, 2022 (111 d)
Page 1 of 1
7 moves match.