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 Symons Capital 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 |
|---|---|---|---|---|---|
| Colin Edward Symons | Symons Capital Management Inc independent RIA | Strategic Wealth Partners, Ltd. independent RIA | RIA to RIA | Dec 31, 2021 | Jul 8, 2022 (189 d) |
| Timothy Douglass Johns | Symons Capital Management Inc independent RIA | Cookson Peirce Wealth Management independent RIA | RIA to RIA | Dec 31, 2021 | Apr 4, 2022 (94 d) |
| Louis Joseph Iovannone | Symons Capital Management Inc independent RIA | Malvern Capital Management independent RIA | RIA to RIA | Jun 14, 2019 | Aug 23, 2019 (70 d) |
| Matthew S Wickline | Symons Capital Management Inc independent RIA | Northwestern Mutual Investment Services,LLC no RAUM | Other | Jun 6, 2018 | Jun 15, 2021 (1105 d) |
| Michael Paul Czajka | Symons Capital Management Inc other | Malvern Capital Management independent RIA | Other | Dec 8, 2017 | Mar 5, 2018 (87 d) |
| Evan Thomas Kellenberger | Symons Capital Management Inc other | Cs Planning Corp other | Other | Feb 23, 2011 | Jan 16, 2013 (693 d) |
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6 moves match.