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 Factor Wealth Management
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 |
|---|---|---|---|---|---|
| Daniel Joseph Rooker | Factor Wealth Management other | Private Vista, LLC other | Other | Jan 11, 2018 | Mar 20, 2018 (68 d) |
| Brett E Suchy | Factor Wealth Management other | Wells Fargo Advisors wirehouse | Other | Aug 14, 2017 | Jun 29, 2017 |
| William Vernon Gunlicks | Factor Wealth Management other | Mariner other | Other | Nov 15, 2011 | Dec 13, 2011 |
| Gary Christopher Rychtanek | Factor Wealth Management other | Gcr Financial Services, LLC state registered | Other | Jan 22, 2010 | Oct 29, 2009 |
| Dominick Joseph Vetrano | Factor Wealth Management other | Fountainhead Financial, LLC other | Other | Oct 27, 2009 | Jul 28, 2009 |
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5 moves match.