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 Ibn Financial Services, Inc
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 |
|---|---|---|---|---|---|
| Kyle Thomas Kadish | Ibn Advisory Services, Inc. independent RIA | Ibn Financial Services, Inc independent RIA | RIA to RIA | Jan 21, 2026 | Nov 6, 2023 |
| Paul Richard Himmelstein | Trust Advisory Group Ltd independent RIA | Ibn Financial Services, Inc independent RIA | RIA to RIA | Dec 3, 2024 | Jan 3, 2025 (31 d) |
| William Francis Bonk | Trust Advisory Group Ltd independent RIA | Ibn Financial Services, Inc independent RIA | RIA to RIA | Nov 13, 2024 | Oct 17, 2024 |
| Thomas Colgate Pyle | Trust Advisory Group Ltd independent RIA | Ibn Financial Services, Inc independent RIA | RIA to RIA | Apr 1, 2024 | Apr 1, 2024 |
| John Brendan Dobbertin | American Portfolios Advisors, Inc BD affiliated | Ibn Financial Services, Inc independent RIA | Affiliated broker-dealer or bank to independent RIA | Nov 1, 2022 | May 21, 2024 (567 d) |
| Mark Jonathan Mahshie | MML Investors Services, LLC BD affiliated | Ibn Financial Services, Inc independent RIA | Affiliated broker-dealer or bank to independent RIA | Feb 23, 2021 | Feb 19, 2021 |
| Robert Dagosta | Berthel Fisher & Company Financial Services, Inc. BD affiliated | Ibn Financial Services, Inc independent RIA | Affiliated broker-dealer or bank to independent RIA | Jul 29, 2019 | Sep 5, 2019 (38 d) |
| F William Libardoni | Cetera Advisors LLC BD affiliated | Ibn Financial Services, Inc independent RIA | Affiliated broker-dealer or bank to independent RIA | Oct 15, 2018 | Oct 19, 2022 (1465 d) |
| Timothy Daniel Nihill | Santander Securities other | Ibn Financial Services, Inc independent RIA | Other | Mar 28, 2018 | May 22, 2018 (55 d) |
| Chad Erwin Colbert | Cetera Advisors LLC other | Ibn Financial Services, Inc independent RIA | Other | Nov 27, 2017 | Jul 2, 2021 (1313 d) |
| Bart Steven Kaplow | Financial West Group other | Ibn Financial Services, Inc other | Other | Oct 13, 2017 | Oct 16, 2017 |
| Daniel Joseph Ripley | B. Riley Wealth Advisors, Inc. other | Ibn Financial Services, Inc other | Other | Apr 28, 2017 | Oct 12, 2017 (167 d) |
| Dean James Macris | Vsr Advisory Services other | Ibn Financial Services, Inc independent RIA | Other | Jul 12, 2016 | Jul 20, 2023 (2564 d) |
| Todd Howard Glenn | LPL Financial LLC other | Ibn Financial Services, Inc other | Other | Jun 11, 2014 | Jul 17, 2014 (36 d) |
| Mark B Levitch | LPL Financial LLC other | Ibn Financial Services, Inc other | Other | Jun 11, 2014 | Jul 18, 2014 (37 d) |
| Richard Lee Stevens | Gradient Advisors, LLC other | Ibn Financial Services, Inc independent RIA | Other | Sep 27, 2013 | Jul 15, 2021 (2848 d) |
| John Daniel Flavin | Security Global Investors unclassified | Ibn Financial Services, Inc independent RIA | Other | Oct 12, 2010 | Jan 6, 2022 (4104 d) |
| Samuel Scott Bianchi | Osaic Fa, Inc. other | Ibn Financial Services, Inc independent RIA | Other | Nov 24, 2009 | Jan 3, 2023 (4788 d) |
| Steven George Yazell | Sentra Securities Corporation unclassified | Ibn Financial Services, Inc independent RIA | Other | Jul 2, 2004 | Jul 16, 2021 (6223 d) |
| Loren Walter Wood | Williams Capital Corporation unclassified | Ibn Financial Services, Inc independent RIA | Other | Jun 3, 2004 | Jul 16, 2021 (6252 d) |
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20 moves match.