DFX Intelligence
RIA Intelligence
Advisor moves
Arrivals at R & R Financial
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 |
|---|---|---|---|---|---|
| Benjamin Daniel Rones | Thrivent Investment Management Inc. BD affiliated | R & R Financial state registered | Affiliated broker-dealer or bank to a state-registered adviser | Sep 9, 2024 | Sep 17, 2024 |
| Rainier Anthony Radoc | Grape Modern Wealth Management state registered | R & R Financial state registered | Other | May 13, 2024 | Apr 23, 2024 |
| Joshua Patrick Richardson | Grape Modern Wealth Management state registered | R & R Financial state registered | Other | May 1, 2024 | Apr 23, 2024 |
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3 moves match.