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 Tfb 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
Jaxson Nolen WentworthAmeritas Advisory Services, LLC BD affiliatedTfb Advisors, LLC independent RIAAffiliated broker-dealer or bank to independent RIANov 13, 2024Nov 22, 2024
Ray Edward SmithAmeritas Advisory Services, LLC BD affiliatedTfb Advisors, LLC no RAUMOtherJun 30, 2023Aug 10, 2022
William Craig MaleAmeritas Advisory Services, LLC BD affiliatedTfb Advisors, LLC no RAUMOtherJun 30, 2023Aug 2, 2022
Paul Joshua SelzerAmeritas Advisory Services, LLC BD affiliatedTfb Advisors, LLC no RAUMOtherJun 30, 2023Aug 2, 2022
Daniel Gerard DolanAmeritas Advisory Services, LLC BD affiliatedTfb Advisors, LLC no RAUMOtherJun 30, 2023Aug 2, 2022
David Butler WentzAmeritas Advisory Services, LLC BD affiliatedTfb Advisors, LLC no RAUMOtherJun 30, 2023Aug 3, 2022
Craig M HallierAmeritas Advisory Services, LLC BD affiliatedTfb Advisors, LLC no RAUMOtherJun 30, 2023Aug 4, 2022
William Grant StappAmeritas Advisory Services, LLC BD affiliatedTfb Advisors, LLC no RAUMOtherJun 30, 2023Aug 4, 2022
Jeffrey Ethan PytlinskiAmeritas Advisory Services, LLC BD affiliatedTfb Advisors, LLC no RAUMOtherJun 30, 2023Aug 2, 2022
Dee William JamesAmeritas Advisory Services, LLC BD affiliatedTfb Advisors, LLC no RAUMOtherJun 30, 2023Aug 2, 2022
Timothy GaigalsAmeritas Advisory Services, LLC BD affiliatedTfb Advisors, LLC no RAUMOtherJun 30, 2023Aug 2, 2022
Adam D BettisAmeritas Advisory Services, LLC BD affiliatedTfb Advisors, LLC no RAUMOtherJun 30, 2023Aug 2, 2022
Barry Kendall VillaverdeAmeritas Advisory Services, LLC BD affiliatedTfb Advisors, LLC no RAUMOtherJun 30, 2023Aug 2, 2022
Thomas Baker MullinixAmeritas Advisory Services, LLC BD affiliatedTfb Advisors, LLC no RAUMOtherJun 30, 2023Aug 5, 2022
Andrew Mackay MetzlerAmeritas Advisory Services, LLC BD affiliatedTfb Advisors, LLC no RAUMOtherJun 30, 2023Aug 10, 2022
Gordon Lee ThornAmeritas Advisory Services, LLC BD affiliatedTfb Advisors, LLC no RAUMOtherJun 30, 2023Aug 2, 2022
Brooks Christopher ElderAmeritas Advisory Services, LLC BD affiliatedTfb Advisors, LLC no RAUMOtherJun 30, 2023Aug 5, 2022
Nicolas Michael Anthony BoydAmeritas Advisory Services, LLC BD affiliatedTfb Advisors, LLC no RAUMOtherJun 30, 2023Aug 18, 2022
Vance Simon WentzAmeritas Advisory Services, LLC BD affiliatedTfb Advisors, LLC no RAUMOtherJun 30, 2023Aug 5, 2022
Ralph David WentzAmeritas Advisory Services, LLC BD affiliatedTfb Advisors, LLC no RAUMOtherJun 30, 2023Aug 5, 2022
Robert Alan ShayAmeritas Advisory Services, LLC BD affiliatedTfb Advisors, LLC no RAUMOtherJun 30, 2023Aug 2, 2022
Jonathan RichmondAmeritas Advisory Services, LLC BD affiliatedTfb Advisors, LLC no RAUMOtherJun 30, 2023Aug 4, 2022
Connor O'KeefeAmeritas Advisory Services, LLC BD affiliatedTfb Advisors, LLC no RAUMOtherJun 30, 2023Aug 2, 2022
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23 moves match.