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
Departures from Selway Asset Management, 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 |
|---|---|---|---|---|---|
| Scott C Brassey | Selway Asset Management, Inc. independent RIA | Wealth Enhancement Advisory Services, LLC BD affiliated | RIA to affiliated broker-dealer or bank | May 6, 2025 | May 1, 2025 |
| Danielle Bugni | Selway Asset Management, Inc. independent RIA | Wealth Enhancement Advisory Services, LLC BD affiliated | RIA to affiliated broker-dealer or bank | May 6, 2025 | May 1, 2025 |
| Justin Yochum | Selway Asset Management, Inc. independent RIA | Wealth Enhancement Advisory Services, LLC BD affiliated | RIA to affiliated broker-dealer or bank | May 6, 2025 | May 1, 2025 |
| Burke Alexander Lodge | Selway Asset Management, Inc. independent RIA | RBC Capital Markets, LLC national BD | RIA to affiliated broker-dealer or bank | Sep 30, 2019 | Jul 31, 2019 |
| Paul Stephen White | Selway Asset Management, Inc. other | Berkeley, Inc other | Other | Dec 6, 2002 | Mar 3, 2003 (87 d) |
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5 moves match.