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 Fbl Investment Management 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.

AdvisorFromToTypeLeftRegistered
Katrina HelleBancwest Investment Services, Inc. (Bwis) otherFbl Investment Management Services, Inc. otherOtherJun 23, 2017Jul 28, 2017 (35 d)
Jeffrey Scott BradleyMML Investors Services, LLC otherFbl Investment Management Services, Inc. otherOtherJul 27, 2016Sep 30, 2016 (65 d)
Thomas Norman ZirbelProspera Financial Services, Inc. otherFbl Investment Management Services, Inc. otherOtherJul 2, 2015Jul 21, 2016 (385 d)
Matthew Marcus BrunsonPrincipal Securities, Inc. otherFbl Investment Management Services, Inc. otherOtherSep 19, 2014Dec 10, 2014 (82 d)
Robert Eugene PickleFirst Command Financial Planning, Inc. otherFbl Investment Management Services, Inc. otherOtherFeb 6, 2014Feb 5, 2015 (364 d)
Tyler John LangelEdward Jones national BDFbl Investment Management Services, Inc. otherOtherAug 27, 2012Apr 19, 2013 (235 d)
Justin Edward FrenchMorgan Stanley wirehouseFbl Investment Management Services, Inc. otherOtherJan 11, 2011Nov 28, 2011 (321 d)
Jared Donald NelsonEdward Jones national BDFbl Investment Management Services, Inc. otherOtherMay 28, 2008Jul 20, 2011 (1148 d)
John Kenneth HaradaCommerce Wealth Advisers, LLC otherFbl Investment Management Services, Inc. otherOtherFeb 22, 2008Apr 10, 2008 (48 d)
Corey A HodgesCountry Trust Bank unclassifiedFbl Investment Management Services, Inc. otherOtherJul 27, 2007Jan 3, 2017 (3448 d)
Ryan Lee HarklauCountry Trust Bank unclassifiedFbl Investment Management Services, Inc. otherOtherJul 27, 2007Aug 6, 2015 (2932 d)
Jennifer Anne CretinAmeriprise Financial Services, LLC national BDFbl Investment Management Services, Inc. otherOtherOct 5, 2005Oct 21, 2008 (1112 d)
Russell Gerard TiggesPruco Securities, LLC otherFbl Investment Management Services, Inc. otherOtherAug 13, 2002Sep 5, 2008 (2215 d)
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13 moves match.