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 Teckmeyer Financial Services, L.L.C.
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 |
|---|---|---|---|---|---|
| Michael Andrew Krause | Plan A Wealth, LLC independent RIA | Teckmeyer Financial Services, L.L.C. state registered | RIA to a state-registered adviser | Jun 30, 2023 | Jul 12, 2023 |
| Jarrett Tod Suddarth | Voya Financial Advisors, Inc. other | Teckmeyer Financial Services, L.L.C. state registered | Other | May 9, 2016 | Mar 28, 2018 (688 d) |
| Joseph Robert Hearn | Watermark Capital Management, LLC unclassified | Teckmeyer Financial Services, L.L.C. state registered | Other | Nov 1, 2005 | Oct 25, 2006 (358 d) |
| Joel Brian Hietbrink | Smith Hayes Advisers Inc other | Teckmeyer Financial Services, L.L.C. state registered | Other | Nov 10, 2003 | Oct 25, 2006 (1080 d) |
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4 moves match.